First Foundation Advisors’s Capital One COF Stock Holding History

First Foundation 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	$877K	Buy	4,374 +95	+2%	+$18.2K	0.03%	196
2026 Q1	$781K	Buy	4,279 +662	+18%	+$138K	0.03%	195
2025 Q4	$877K	Buy	3,617 +237	+7%	+$52.8K	0.03%	187
2025 Q3	$718K	Sell	3,380 -150	-4%	-$32.8K	0.03%	204
2025 Q2	$751K	Buy	+3,530	New	+$659K	0.03%	208

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

First Foundation Advisors's COF Position: Q2 2026 in Review

First Foundation Advisors increased its Capital One (COF) stake by 2.2% in Q2 2026, buying an estimated $18.2K and bringing the position to 4,374 shares worth $877K. The position accounts for 0.03% of the portfolio, ranked #196.

First Foundation Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

First Foundation Advisors held 4,374 shares of Capital One worth $877K as of Q2 2026.
First Foundation Advisors bought 95 Capital One shares in Q2 2026, an estimated $18.2K.
Capital One made up 0.03% of First Foundation Advisors's portfolio in Q2 2026, its #196 holding.
First Foundation Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on First Foundation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.