Everpar Advisors’s Capital One COF Stock Holding History

Everpar Advisors’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 Q2	$693K	Buy	3,456 +168	+5%	+$32.1K	0.2%	108
2026 Q1	$600K	Hold	3,288	–	–	0.21%	108
2025 Q4	$797K	Sell	3,288 -360	-10%	-$80.1K	0.3%	68
2025 Q3	$775K	Buy	3,648 +76	+2%	+$16.6K	0.31%	71
2025 Q2	$760K	Buy	3,572 +287	+9%	+$53.6K	0.35%	60
2025 Q1	$589K	Sell	3,285 -55	-2%	-$10.4K	0.31%	74
2024 Q4	$596K	Buy	3,340 +51	+2%	+$8.83K	0.3%	79
2024 Q3	$492K	Sell	3,289 -596	-15%	-$84.9K	0.25%	120
2024 Q2	$538K	Sell	3,885 -23	-0.6%	-$3.23K	0.27%	112
2024 Q1	$582K	Sell	3,908 -3,297	-46%	-$446K	0.35%	80
2023 Q4	$945K	Buy	+7,205	New	+$777K	0.44%	66

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

FFM

Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Everpar Advisors's COF Position: Q2 2026 in Review

Everpar Advisors increased its Capital One (COF) stake by 5.1% in Q2 2026, buying an estimated $32.1K and bringing the position to 3,456 shares worth $693K. The position accounts for 0.2% of the portfolio, ranked #108.

Everpar Advisors first reported a position in COF in Q4 2023 and has held it in 11 quarters since. The position peaked at $945K in Q4 2023. 303 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Everpar Advisors held 3,456 shares of Capital One worth $693K as of Q2 2026.
Everpar Advisors bought 168 Capital One shares in Q2 2026, an estimated $32.1K.
Capital One made up 0.2% of Everpar Advisors's portfolio in Q2 2026, its #108 holding.
Everpar Advisors first reported a position in Capital One in Q4 2023 and has held it in 11 quarters since.
Everpar Advisors's Capital One position peaked at $945K in Q4 2023.
303 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Everpar Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.