Gladstone Institutional Advisory
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Gladstone Institutional Advisory’s Capital One COF Stock Holding History

Gladstone Institutional Advisory’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 		$1.03M Buy
5,325
+352
+7% +$73.9K 0.03% 457
2026
Q2 		$998K Buy
4,973
+835
+20% +$160K 0.03% 413
2026
Q1 		$755K Sell
4,138
-6,449
-61% -$1.35M 0.03% 445
2025
Q4 		$2.57M Sell
10,587
-1,854
-15% -$413K 0.1% 222
2025
Q3 		$2.64M Buy
12,441
+2,396
+24% +$525K 0.1% 203
2025
Q2 		$2.14M Buy
10,045
+8,246
+458% +$1.54M 0.09% 235
2025
Q1 		$323K Buy
1,799
+22
+1% +$4.16K 0.02% 571
2024
Q4 		$317K Buy
1,777
+56
+3% +$9.7K 0.01% 565
2024
Q3 		$258K Sell
1,721
-1,232
-42% -$175K 0.01% 596
2024
Q2 		$409K Buy
2,953
+411
+16% +$57.7K 0.02% 465
2024
Q1 		$378K Buy
2,542
+669
+36% +$90.6K 0.02% 482
2023
Q4 		$246K Buy
+1,873
New +$202K 0.01% 571
2023
Q2 		– Sell
-2,776
Closed -$267K – 645
2023
Q1 		$267K Sell
2,776
-34
-1% -$3.56K 0.02% 553
2022
Q4 		$261K Sell
2,810
-167
-6% -$16.4K 0.02% 535
2022
Q3 		$274K Sell
2,977
-297
-9% -$31.6K 0.02% 521
2022
Q2 		$341K Buy
3,274
+27
+0.8% +$3.3K 0.03% 481
2022
Q1 		$426K Sell
3,247
-1,116
-26% -$163K 0.03% 462
2021
Q4 		$633K Sell
4,363
-6,397
-59% -$988K 0.05% 333
2021
Q3 		$1.74M Buy
10,760
+2,601
+32% +$424K 0.17% 158
2021
Q2 		$1.26M Sell
8,159
-970
-11% -$146K 0.15% 160
2021
Q1 		$1.16M Buy
+9,129
New +$1.08M 0.18% 125
2020
Q1 		– Sell
-2,397
Closed -$247K – 278
2019
Q4 		$247K Buy
2,397
+60
+3% +$5.78K 0.06% 226
2019
Q3 		$213K Sell
2,337
-98
-4% -$8.81K 0.05% 258
2019
Q2 		$221K Buy
+2,435
New +$218K 0.07% 246

Other funds holding COF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Gladstone Institutional Advisory's COF Position: Q3 2026 in Review

Gladstone Institutional Advisory increased its Capital One (COF) stake by 7.1% in Q3 2026, buying an estimated $73.9K and bringing the position to 5,325 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #457.

Gladstone Institutional Advisory first reported a position in COF in Q2 2019 and has held it in 24 quarters since. The position peaked at $2.64M in Q3 2025. 1,761 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Gladstone Institutional Advisory held 5,325 shares of Capital One worth $1.03M as of Q3 2026.
  • Gladstone Institutional Advisory bought 352 Capital One shares in Q3 2026, an estimated $73.9K.
  • Capital One made up 0.03% of Gladstone Institutional Advisory's portfolio in Q3 2026, its #457 holding.
  • Gladstone Institutional Advisory first reported a position in Capital One in Q2 2019 and has held it in 24 quarters since.
  • Gladstone Institutional Advisory's Capital One position peaked at $2.64M in Q3 2025.
  • 1,761 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.