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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
Q2 		$8.85M Buy
44,098
+7,047
+19% +$1.35M 0.08% 287
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Concurrent Investment Advisors's COF Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Capital One (COF) stake by 19% in Q2 2026, buying an estimated $1.35M and bringing the position to 44,098 shares worth $8.85M. The position accounts for 0.08% of the portfolio, ranked #287.

Concurrent Investment Advisors first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $14.6M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Concurrent Investment Advisors held 44,098 shares of Capital One worth $8.85M as of Q2 2026.
  • Concurrent Investment Advisors bought 7,047 Capital One shares in Q2 2026, an estimated $1.35M.
  • Capital One made up 0.08% of Concurrent Investment Advisors's portfolio in Q2 2026, its #287 holding.
  • Concurrent Investment Advisors first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
  • Concurrent Investment Advisors's Capital One position peaked at $14.6M in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.