Gallagher Fiduciary Advisors’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$576K Sell
2,872
-82
-3% -$15.7K 0.02% 171
2026
Q1
$539K Buy
2,954
+46
+2% +$9.62K 0.02% 146
2025
Q4
$705K Buy
2,908
+192
+7% +$42.7K 0.02% 136
2025
Q3
$577K Buy
2,716
+55
+2% +$12K 0.02% 135
2025
Q2
$566K Buy
+2,661
New +$497K 0.02% 161

Other funds holding COF

Gallagher Fiduciary Advisors's COF Position: Q2 2026 in Review

Gallagher Fiduciary Advisors reduced its Capital One (COF) stake by 2.8% in Q2 2026, selling an estimated $15.7K and leaving 2,872 shares worth $576K. The position accounts for 0.02% of the portfolio, ranked #171.

Gallagher Fiduciary Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $705K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Gallagher Fiduciary Advisors held 2,872 shares of Capital One worth $576K as of Q2 2026.
  • Gallagher Fiduciary Advisors sold 82 Capital One shares in Q2 2026, an estimated $15.7K.
  • Capital One made up 0.02% of Gallagher Fiduciary Advisors's portfolio in Q2 2026, its #171 holding.
  • Gallagher Fiduciary Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Gallagher Fiduciary Advisors's Capital One position peaked at $705K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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