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Essential Partners’s Capital One COF Stock Holding History

Essential Partners’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 		$608K Buy
3,150
+1,288
+69% +$270K 0.28% 59
2026
Q2 		$374K Buy
1,862
+288
+18% +$55.1K 0.17% 117
2026
Q1 		$287K Sell
1,574
-4,656
-75% -$974K 0.1% 229
2025
Q4 		$1.51M Buy
6,230
+309
+5% +$68.8K 0.46% 46
2025
Q3 		$1.26M Buy
5,921
+937
+19% +$205K 0.42% 52
2025
Q2 		$1.06M Buy
+4,984
New +$930K 0.42% 55

Other funds holding COF

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
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Essential Partners's COF Position: Q3 2026 in Review

Essential Partners increased its Capital One (COF) stake by 69% in Q3 2026, buying an estimated $270K and bringing the position to 3,150 shares worth $608K. The position accounts for 0.28% of the portfolio, ranked #59.

Essential Partners first reported a position in COF in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.51M in Q4 2025. 290 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Essential Partners held 3,150 shares of Capital One worth $608K as of Q3 2026.
  • Essential Partners bought 1,288 Capital One shares in Q3 2026, an estimated $270K.
  • Capital One made up 0.28% of Essential Partners's portfolio in Q3 2026, its #59 holding.
  • Essential Partners first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
  • Essential Partners's Capital One position peaked at $1.51M in Q4 2025.
  • 290 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Essential Partners's 13F filing for Q3 2026, filed 14 Oct 2026.