CX Institutional
COF icon

CX Institutional’s Capital One COF Stock Holding History

CX Institutional’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 		$957K Buy
4,957
+191
+4% +$40.1K 0.03% 336
2026
Q2 		$956K Buy
4,766
+513
+12% +$98.1K 0.03% 342
2026
Q1 		$776K Sell
4,253
-3
-0.1% -$628 0.02% 374
2025
Q4 		$1.03M Sell
4,256
-53
-1% -$11.8K 0.03% 284
2025
Q3 		$916K Sell
4,309
-27,161
-86% -$5.95M 0.03% 313
2025
Q2 		$6.7M Buy
31,470
+4,518
+17% +$843K 0.23% 95
2025
Q1 		$4.83M Sell
26,952
-4,583
-15% -$866K 0.18% 124
2024
Q4 		$5.62M Buy
31,535
+4,210
+15% +$729K 0.22% 105
2024
Q3 		$4.09M Buy
+27,325
New +$3.89M 0.18% 152
2023
Q4 		– Sell
-2,167
Closed -$210K – 530
2023
Q3 		$210K Buy
+2,167
New +$232K 0.01% 469
2022
Q3 		– Sell
-20,124
Closed -$2.1M – 586
2022
Q2 		$2.1M Buy
20,124
+3,343
+20% +$409K 0.16% 163
2022
Q1 		$2.2M Buy
+16,781
New +$2.45M 0.18% 144
2021
Q4 		– Sell
-904
Closed -$146K – 435
2021
Q3 		$146K Buy
904
+44
+5% +$7.18K 0.01% 391
2021
Q2 		$133K Buy
860
+134
+18% +$20.2K 0.01% 390
2021
Q1 		$92K Buy
726
+147
+25% +$17.3K 0.01% 390
2020
Q4 		$57K Buy
579
+61
+12% +$5.19K 0.01% 422
2020
Q3 		$37K Buy
518
+168
+48% +$11.2K ﹤0.01% 438
2020
Q2 		$22K Buy
350
+222
+173% +$13.8K ﹤0.01% 418
2020
Q1 		$6K Sell
128
-9
-7% -$791 ﹤0.01% 523
2019
Q4 		$14K Hold
137
– – ﹤0.01% 392
2019
Q3 		$12K Buy
137
+9
+7% +$809 ﹤0.01% 434
2019
Q2 		$12K Buy
128
+18
+16% +$1.61K ﹤0.01% 459
2019
Q1 		$9K Buy
+110
New +$8.94K ﹤0.01% 469

Other funds holding COF

Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CX Institutional's COF Position: Q3 2026 in Review

CX Institutional increased its Capital One (COF) stake by 4% in Q3 2026, buying an estimated $40.1K and bringing the position to 4,957 shares worth $957K. The position accounts for 0.03% of the portfolio, ranked #336.

CX Institutional first reported a position in COF in Q1 2019 and has held it in 23 quarters since. The position peaked at $6.7M in Q2 2025. 448 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • CX Institutional held 4,957 shares of Capital One worth $957K as of Q3 2026.
  • CX Institutional bought 191 Capital One shares in Q3 2026, an estimated $40.1K.
  • Capital One made up 0.03% of CX Institutional's portfolio in Q3 2026, its #336 holding.
  • CX Institutional first reported a position in Capital One in Q1 2019 and has held it in 23 quarters since.
  • CX Institutional's Capital One position peaked at $6.7M in Q2 2025.
  • 448 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.