Cornerstone Advisory’s Capital One COF Stock Holding History

Cornerstone Advisory’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 Q3	$332K	Buy	1,719 +154	+10%	+$32.3K	0.03%	211
2026 Q2	$314K	Buy	1,565 +44	+3%	+$8.42K	0.03%	215
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cornerstone Advisory's COF Position: Q3 2026 in Review

Cornerstone Advisory increased its Capital One (COF) stake by 9.8% in Q3 2026, buying an estimated $32.3K and bringing the position to 1,719 shares worth $332K. The position accounts for 0.03% of the portfolio, ranked #211.

Cornerstone Advisory first reported a position in COF in Q4 2021 and has held it in 4 quarters since. 1,164 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Cornerstone Advisory held 1,719 shares of Capital One worth $332K as of Q3 2026.
Cornerstone Advisory bought 154 Capital One shares in Q3 2026, an estimated $32.3K.
Capital One made up 0.03% of Cornerstone Advisory's portfolio in Q3 2026, its #211 holding.
Cornerstone Advisory first reported a position in Capital One in Q4 2021 and has held it in 4 quarters since.
1,164 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Cornerstone Advisory's 13F filing for Q3 2026, filed 6 Nov 2026.