Howard Financial Services
COF icon

Howard Financial Services’s Capital One COF Stock Holding History

Howard Financial Services’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 		$290K Buy
1,500
+258
+21% +$54.1K 0.03% 189
2026
Q2 		$249K Sell
1,242
-267
-18% -$51.1K 0.03% 197
2026
Q1 		$275K Buy
1,509
+336
+29% +$70.3K 0.03% 181
2025
Q4 		$284K Buy
+1,173
New +$261K 0.03% 165

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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
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Howard Financial Services's COF Position: Q3 2026 in Review

Howard Financial Services increased its Capital One (COF) stake by 21% in Q3 2026, buying an estimated $54.1K and bringing the position to 1,500 shares worth $290K. The position accounts for 0.03% of the portfolio, ranked #189.

Howard Financial Services first reported a position in COF in Q4 2025 and has held it in 4 quarters since. 1,642 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Howard Financial Services held 1,500 shares of Capital One worth $290K as of Q3 2026.
  • Howard Financial Services bought 258 Capital One shares in Q3 2026, an estimated $54.1K.
  • Capital One made up 0.03% of Howard Financial Services's portfolio in Q3 2026, its #189 holding.
  • Howard Financial Services first reported a position in Capital One in Q4 2025 and has held it in 4 quarters since.
  • 1,642 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Howard Financial Services's 13F filing for Q3 2026, filed 15 Oct 2026.