Cornerstone Advisory’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$277K Buy
+1,521
New +$318K 0.03% 221
2022
Q1
Sell
-160
Closed -$23K 317
2021
Q4
$23K Buy
+160
New +$24.7K ﹤0.01% 517

Other funds holding COF

Cornerstone Advisory's COF Position: Q1 2026 in Review

Cornerstone Advisory opened a new position in Capital One (COF) in Q1 2026: 1,521 shares worth $277K. The stake represents 0.03% of the portfolio and ranks #221 among its holdings. This is a return to the name: Cornerstone Advisory previously reported a position in COF as recently as Q4 2021.

Cornerstone Advisory first reported a position in COF in Q4 2021 and has held it in 2 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Cornerstone Advisory held 1,521 shares of Capital One worth $277K as of Q1 2026.
  • Capital One was a new Cornerstone Advisory position in Q1 2026.
  • Capital One made up 0.03% of Cornerstone Advisory's portfolio in Q1 2026, its #221 holding.
  • Cornerstone Advisory first reported a position in Capital One in Q4 2021 and has held it in 2 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Cornerstone Advisory's 13F filing for Q1 2026, filed 4 May 2026.