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Financial Advocates Investment Management’s Capital One COF Stock Holding History

Financial Advocates Investment 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
2025
Q3 		– Sell
-2,762
Closed -$588K – 178
2025
Q2 		$588K Buy
+2,762
New +$515K 0.05% 325
2022
Q2 		– Sell
-2,553
Closed -$336K – 708
2022
Q1 		$336K Sell
2,553
-305
-11% -$44.5K 0.02% 544
2021
Q4 		$414K Buy
2,858
+428
+18% +$66.1K 0.03% 536
2021
Q3 		$394K Sell
2,430
-7,466
-75% -$1.22M 0.03% 537
2021
Q2 		$1.53M Buy
+9,896
New +$1.49M 0.1% 240

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Financial Advocates Investment Management's COF Position: Q3 2025 in Review

Financial Advocates Investment Management sold out of Capital One (COF) in Q3 2025, closing a stake of 2,762 shares — an estimated $588K sold.

Financial Advocates Investment Management first reported a position in COF in Q2 2021 and held it in 5 quarters. The position peaked at $1.53M in Q2 2021. 2,000 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Financial Advocates Investment Management reported no remaining Capital One position as of Q3 2025 after selling out during the quarter.
  • Financial Advocates Investment Management sold 2,762 Capital One shares in Q3 2025, an estimated $588K.
  • Financial Advocates Investment Management first reported a position in Capital One in Q2 2021 and held it in 5 quarters.
  • Financial Advocates Investment Management's Capital One position peaked at $1.53M in Q2 2021.
  • 2,000 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Financial Advocates Investment Management's 13F filing for Q3 2025, filed 6 Nov 2025.