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Concurrent Investment Advisors’s Capital One COF Stock Holding History

Concurrent Investment Advisors’s Portfolio COF Stock Details COF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.76M Sell
37,051
-23,358
-39% -$4.89M 0.07% 289
2025
Q4 		$14.6M Buy
60,409
+43,485
+257% +$9.68M 0.17% 132
2025
Q3 		$3.6M Sell
16,924
-2,895
-15% -$634K 0.06% 309
2025
Q2 		$4.22M Buy
19,819
+2,030
+11% +$379K 0.08% 256
2025
Q1 		$3.19M Buy
17,789
+1,114
+7% +$210K 0.08% 263
2024
Q4 		$2.97M Buy
+16,675
New +$2.89M 0.08% 249
2024
Q3 		– Sell
-2,108
Closed -$292K – 1109
2024
Q2 		$292K Sell
2,108
-241
-10% -$33.8K 0.01% 747
2024
Q1 		$350K Sell
2,349
-138
-6% -$18.7K 0.01% 636
2023
Q4 		$326K Buy
+2,487
New +$268K 0.02% 626

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Concurrent Investment Advisors's COF Position: Q1 2026 in Review

Concurrent Investment Advisors reduced its Capital One (COF) stake by 39% in Q1 2026, selling an estimated $4.89M and leaving 37,051 shares worth $6.76M. The position accounts for 0.07% of the portfolio, ranked #289.

Concurrent Investment Advisors first reported a position in COF in Q4 2023 and has held it in 9 quarters since. The position peaked at $14.6M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Concurrent Investment Advisors held 37,051 shares of Capital One worth $6.76M as of Q1 2026.
  • Concurrent Investment Advisors sold 23,358 Capital One shares in Q1 2026, an estimated $4.89M.
  • Capital One made up 0.07% of Concurrent Investment Advisors's portfolio in Q1 2026, its #289 holding.
  • Concurrent Investment Advisors first reported a position in Capital One in Q4 2023 and has held it in 9 quarters since.
  • Concurrent Investment Advisors's Capital One position peaked at $14.6M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Concurrent Investment Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.