D.B. Root & Company
COF icon

D.B. Root & Company’s Capital One COF Stock Holding History

D.B. Root & Company’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 		$305K Sell
1,581
-10
-0.6% -$2.1K 0.07% 156
2026
Q2 		$319K Buy
1,591
+21
+1% +$4.02K 0.07% 157
2026
Q1 		$286K Sell
1,570
-54
-3% -$11.3K 0.07% 158
2025
Q4 		$394K Buy
1,624
+51
+3% +$11.4K 0.1% 126
2025
Q3 		$334K Buy
1,573
+24
+2% +$5.25K 0.08% 141
2025
Q2 		$330K Buy
1,549
+92
+6% +$17.2K 0.1% 141
2025
Q1 		$261K Buy
1,457
+10
+0.7% +$1.89K 0.08% 143
2024
Q4 		$258K Buy
1,447
+20
+1% +$3.46K 0.08% 148
2024
Q3 		$214K Sell
1,427
-80
-5% -$11.4K 0.07% 172
2024
Q2 		$209K Buy
+1,507
New +$211K 0.07% 182

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 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
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

D.B. Root & Company's COF Position: Q3 2026 in Review

D.B. Root & Company reduced its Capital One (COF) stake by 0.63% in Q3 2026, selling an estimated $2.1K and leaving 1,581 shares worth $305K. The position accounts for 0.07% of the portfolio, ranked #156.

D.B. Root & Company first reported a position in COF in Q2 2024 and has held it in 10 quarters since. The position peaked at $394K in Q4 2025. 1,262 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • D.B. Root & Company held 1,581 shares of Capital One worth $305K as of Q3 2026.
  • D.B. Root & Company sold 10 Capital One shares in Q3 2026, an estimated $2.1K.
  • Capital One made up 0.07% of D.B. Root & Company's portfolio in Q3 2026, its #156 holding.
  • D.B. Root & Company first reported a position in Capital One in Q2 2024 and has held it in 10 quarters since.
  • D.B. Root & Company's Capital One position peaked at $394K in Q4 2025.
  • 1,262 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on D.B. Root & Company's 13F filing for Q3 2026, filed 4 Nov 2026.