Diversify Advisory Services’s Capital One COF Stock Holding History

Diversify Advisory 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	$1.93M	Sell	9,691 -439	-4%	-$92.1K	0.03%	456
2026 Q2	$2.1M	Buy	10,130 +8,332	+463%	+$1.59M	0.04%	397
2026 Q1	$343K	Sell	1,798 -3,542	-66%	-$741K	0.05%	151
2025 Q4	$1.28M	Sell	5,340 -826	-13%	-$184K	0.04%	331
2025 Q3	$1.37M	Buy	6,166 +256	+4%	+$56K	0.05%	287
2025 Q2	$1.28M	Buy	+5,910	New	+$1.1M	0.05%	276
2025 Q1	–	Sell	-2,238	Closed	-$392K	–	642
2024 Q4	$392K	Sell	2,238 -386	-15%	-$66.8K	0.02%	414
2024 Q3	$409K	Buy	+2,624	New	+$374K	0.02%	412
2024 Q2	–	Sell	-3,469	Closed	-$504K	–	657
2024 Q1	$504K	Buy	+3,469	New	+$470K	0.03%	428

Other funds holding COF

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

Diversify Advisory Services's COF Position: Q3 2026 in Review

Diversify Advisory Services reduced its Capital One (COF) stake by 4.3% in Q3 2026, selling an estimated $92.1K and leaving 9,691 shares worth $1.93M. The position accounts for 0.03% of the portfolio, ranked #456.

Diversify Advisory Services first reported a position in COF in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.1M in Q2 2026. 416 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Diversify Advisory Services held 9,691 shares of Capital One worth $1.93M as of Q3 2026.
Diversify Advisory Services sold 439 Capital One shares in Q3 2026, an estimated $92.1K.
Capital One made up 0.03% of Diversify Advisory Services's portfolio in Q3 2026, its #456 holding.
Diversify Advisory Services first reported a position in Capital One in Q1 2024 and has held it in 9 quarters since.
Diversify Advisory Services's Capital One position peaked at $2.1M in Q2 2026.
416 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Diversify Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.