Halbert Hargrove Global Advisors
COF icon

Halbert Hargrove Global Advisors’s Capital One COF Stock Holding History

Halbert Hargrove Global 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
Q3 		– Sell
-11
Closed -$2.22K – 431
2026
Q2 		$2.22K Buy
+11
New +$2.1K ﹤0.01% 381
2025
Q4 		– Sell
-52
Closed -$11.1K – 442
2025
Q3 		$11.1K Buy
52
+40
+333% +$8.76K ﹤0.01% 315
2025
Q2 		$2.55K Buy
12
+8
+200% +$1.49K ﹤0.01% 284
2025
Q1 		$630 Buy
+4
New +$756 ﹤0.01% 481
2016
Q1 		– Sell
-3,253
Closed -$235K – 81
2015
Q4 		$235K Sell
3,253
-87
-3% -$6.66K 0.1% 85
2015
Q3 		$242K Sell
3,340
-3,812
-53% -$306K 0.12% 78
2015
Q2 		$629K Sell
7,152
-480
-6% -$40.3K 0.15% 57
2015
Q1 		$602K Buy
7,632
+3,270
+75% +$257K 0.19% 66
2014
Q4 		$360K Sell
4,362
-103
-2% -$8.38K 0.18% 62
2014
Q3 		$364K Sell
4,465
-817
-15% -$66.8K 0.1% 80
2014
Q2 		$436K Buy
5,282
+98
+2% +$7.61K 0.13% 56
2014
Q1 		$400K Sell
5,184
-177
-3% -$13K 0.12% 58
2013
Q4 		$411K Sell
5,361
-342
-6% -$24.4K 0.13% 55
2013
Q3 		$392K Sell
5,703
-79
-1% -$5.32K 0.13% 56
2013
Q2 		$363K Buy
+5,782
New +$341K 0.13% 63

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return

Halbert Hargrove Global Advisors's COF Position: Q3 2026 in Review

Halbert Hargrove Global Advisors sold out of Capital One (COF) in Q3 2026, closing a stake of 11 shares — an estimated $2.22K sold.

Halbert Hargrove Global Advisors first reported a position in COF in Q2 2013 and held it in 15 quarters. The position peaked at $629K in Q2 2015. 1,285 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Halbert Hargrove Global Advisors reported no remaining Capital One position as of Q3 2026 after selling out during the quarter.
  • Halbert Hargrove Global Advisors sold 11 Capital One shares in Q3 2026, an estimated $2.22K.
  • Halbert Hargrove Global Advisors first reported a position in Capital One in Q2 2013 and held it in 15 quarters.
  • Halbert Hargrove Global Advisors's Capital One position peaked at $629K in Q2 2015.
  • 1,285 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Halbert Hargrove Global Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.