Cypress Wealth Services
COF icon

Cypress Wealth Services’s Capital One COF Stock Holding History

Cypress Wealth Services’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 		$584K Buy
2,985
+1
+0% +$210 0.07% 218
2026
Q2 		$599K Buy
2,984
+27
+0.9% +$5.16K 0.07% 210
2026
Q1 		$539K Sell
2,957
-17
-0.6% -$3.56K 0.08% 211
2025
Q4 		$721K Buy
+2,974
New +$662K 0.1% 158

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Cypress Wealth Services's COF Position: Q3 2026 in Review

Cypress Wealth Services increased its Capital One (COF) stake by 0.03% in Q3 2026, buying an estimated $210 and bringing the position to 2,985 shares worth $584K. The position accounts for 0.07% of the portfolio, ranked #218.

Cypress Wealth Services first reported a position in COF in Q4 2025 and has held it in 4 quarters since. The position peaked at $721K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Cypress Wealth Services held 2,985 shares of Capital One worth $584K as of Q3 2026.
  • Cypress Wealth Services bought 1 Capital One share in Q3 2026, an estimated $210.
  • Capital One made up 0.07% of Cypress Wealth Services's portfolio in Q3 2026, its #218 holding.
  • Cypress Wealth Services first reported a position in Capital One in Q4 2025 and has held it in 4 quarters since.
  • Cypress Wealth Services's Capital One position peaked at $721K in Q4 2025.
  • 1,143 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Cypress Wealth Services's 13F filing for Q3 2026, filed 21 Oct 2026.