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Diversified Management’s Capital One COF Stock Holding History

Diversified Management’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 		$2.8M Buy
+14,480
New +$3.04M 0.49% 41
2026
Q2 		– Sell
-7,997
Closed -$1.46M – 196
2026
Q1 		$1.46M Buy
+7,997
New +$1.67M 0.25% 94

Other funds holding COF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Diversified Management's COF Position: Q3 2026 in Review

Diversified Management opened a new position in Capital One (COF) in Q3 2026: 14,480 shares worth $2.8M. The stake represents 0.49% of the portfolio and ranks #41 among its holdings. This is a return to the name: Diversified Management previously reported a position in COF as recently as Q1 2026.

Diversified Management first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 87 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Diversified Management held 14,480 shares of Capital One worth $2.8M as of Q3 2026.
  • Capital One was a new Diversified Management position in Q3 2026.
  • Capital One made up 0.49% of Diversified Management's portfolio in Q3 2026, its #41 holding.
  • Diversified Management first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
  • 87 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.