Cooper Financial Group’s Capital One COF Stock Holding History

Cooper Financial Group’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	$852K	Sell	4,247 -1,228	-22%	-$235K	0.07%	190
2026 Q1	$999K	Sell	5,475 -360	-6%	-$75.3K	0.1%	160
2025 Q4	$1.41M	Sell	5,835 -373	-6%	-$83K	0.15%	111
2025 Q3	$1.32M	Buy	6,208 +77	+1%	+$16.9K	0.15%	110
2025 Q2	$1.3M	Sell	6,131 -673	-10%	-$126K	0.15%	117
2025 Q1	$1.22M	Buy	6,804 +507	+8%	+$95.8K	0.16%	117
2024 Q4	$1.12M	Buy	6,297 +681	+12%	+$118K	0.14%	122
2024 Q3	$841K	Buy	5,616 +3,199	+132%	+$456K	0.11%	166
2024 Q2	$335K	Buy	+2,417	New	+$339K	0.05%	279

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Cooper Financial Group's COF Position: Q2 2026 in Review

Cooper Financial Group reduced its Capital One (COF) stake by 22% in Q2 2026, selling an estimated $235K and leaving 4,247 shares worth $852K. The position accounts for 0.07% of the portfolio, ranked #190.

Cooper Financial Group first reported a position in COF in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.41M in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Cooper Financial Group held 4,247 shares of Capital One worth $852K as of Q2 2026.
Cooper Financial Group sold 1,228 Capital One shares in Q2 2026, an estimated $235K.
Capital One made up 0.07% of Cooper Financial Group's portfolio in Q2 2026, its #190 holding.
Cooper Financial Group first reported a position in Capital One in Q2 2024 and has held it in 9 quarters since.
Cooper Financial Group's Capital One position peaked at $1.41M in Q4 2025.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cooper Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.