HighTower Advisors’s Capital One COF Stock Holding History

HighTower 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
2024 Q4	–	Sell	-20,000	Closed	-$6K	–	3853
2024 Q3	$6K	Buy	+20,000	New	+$2.85M	﹤0.01%	3583
2024 Q1	–	Sell	-1,500	Closed	-$15	–	3680
2023 Q4	$15	Buy	1,500 +1,485	+9,900%	+$160K	﹤0.01%	3626
2023 Q3	$2.7K	Buy	+15	New	+$1.6K	﹤0.01%	3456
2022 Q4	–	Sell	-1	Closed	-$1K	–	3374
2022 Q3	$1K	Buy	+1	New	+$106	﹤0.01%	3111
2022 Q1	–	Sell	-3	Closed	-$16K	–	3449
2021 Q4	$16K	Buy	+3	New	+$463	﹤0.01%	3125
2020 Q3	–	Sell	-5,300	Closed	-$18K	–	2567
2020 Q2	$18K	Buy	+5,300	New	+$330K	﹤0.01%	2274

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

HighTower Advisors's COF Position: Q1 2026 in Review

HighTower Advisors increased its Capital One (COF) stake by 6.6% in Q1 2026, buying an estimated $4.85M and bringing the position to 376,966 shares worth $68.8M. The position accounts for 0.07% of the portfolio, ranked #274.

HighTower Advisors first reported a position in COF in Q2 2013 and has held it in 51 quarters since. The position peaked at $85.7M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

HighTower Advisors held 376,966 shares of Capital One worth $68.8M as of Q1 2026.
HighTower Advisors bought 23,199 Capital One shares in Q1 2026, an estimated $4.85M.
Capital One made up 0.07% of HighTower Advisors's portfolio in Q1 2026, its #274 holding.
HighTower Advisors first reported a position in Capital One in Q2 2013 and has held it in 51 quarters since.
HighTower Advisors's Capital One position peaked at $85.7M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on HighTower Advisors's 13F filing for Q1 2026, filed 5 May 2026.