IA
COF icon

IFP Advisors’s Capital One COF Stock Holding History

IFP 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
Q2 		$1.87M Sell
9,342
-5,365
-36% -$1.03M 0.03% 508
2026
Q1 		$2.68M Sell
14,707
-3,077
-17% -$644K 0.06% 366
2025
Q4 		$4.31M Buy
17,784
+6,185
+53% +$1.38M 0.1% 224
2025
Q3 		$2.47M Buy
11,599
+457
+4% +$100K 0.06% 328
2025
Q2 		$2.41M Buy
11,142
+8,432
+311% +$1.57M 0.07% 317
2025
Q1 		$486K Buy
2,710
+307
+13% +$58K 0.02% 782
2024
Q4 		$428K Buy
2,403
+569
+31% +$98.5K 0.01% 793
2024
Q3 		$275K Sell
1,834
-431
-19% -$61.4K 0.01% 935
2024
Q2 		$314K Buy
2,265
+234
+12% +$32.8K 0.01% 819
2024
Q1 		$303K Buy
2,031
+897
+79% +$121K 0.01% 798
2023
Q4 		$149K Buy
1,134
+332
+41% +$35.8K 0.01% 1096
2023
Q3 		$77.8K Sell
802
-39
-5% -$4.17K ﹤0.01% 1380
2023
Q2 		$92K Buy
841
+45
+6% +$4.51K ﹤0.01% 1341
2023
Q1 		$47.8K Sell
796
-2,401
-75% -$251K ﹤0.01% 1595
2022
Q4 		$213K Buy
3,197
+241
+8% +$23.7K 0.01% 1319
2022
Q3 		$211K Buy
2,956
+723
+32% +$77K 0.01% 1366
2022
Q2 		$165K Hold
2,233
– – 0.01% 1390
2022
Q1 		$165K Buy
2,233
+675
+43% +$98.4K 0.01% 1390
2021
Q4 		$222K Sell
1,558
-1,324
-46% -$205K ﹤0.01% 903
2021
Q3 		$468K Sell
2,882
-31,212
-92% -$5.09M 0.01% 609
2021
Q2 		$5.26M Buy
34,094
+33,558
+6,261% +$5.06M 0.11% 104
2021
Q1 		$69K Buy
536
+149
+39% +$17.6K ﹤0.01% 1319
2020
Q4 		$38K Sell
387
-53
-12% -$4.51K ﹤0.01% 1544
2020
Q3 		$30K Buy
440
+29
+7% +$1.94K ﹤0.01% 1473
2020
Q2 		$25K Sell
411
-65
-14% -$4.05K ﹤0.01% 1482
2020
Q1 		$27K Buy
476
+47
+11% +$4.13K ﹤0.01% 1367
2019
Q4 		$44K Sell
429
-236
-35% -$22.7K ﹤0.01% 1307
2019
Q3 		$62K Buy
+665
New +$59.8K ﹤0.01% 1269
2019
Q1 		$21K Sell
266
-846
-76% -$68.8K ﹤0.01% 1323
2018
Q4 		$83K Sell
1,112
-420
-27% -$36.4K 0.01% 1300
2018
Q3 		$145K Buy
1,532
+160
+12% +$15.6K 0.01% 1256
2018
Q2 		$126K Sell
1,372
-227
-14% -$21.5K 0.01% 1347
2018
Q1 		$159K Buy
1,599
+400
+33% +$39.8K 0.01% 1101
2017
Q4 		$119K Sell
1,199
-1,494
-55% -$136K 0.01% 1289
2017
Q3 		$228K Sell
2,693
-239
-8% -$19.7K 0.01% 1067
2017
Q2 		$242K Sell
2,932
-5,807
-66% -$472K 0.01% 1014
2017
Q1 		$757K Buy
8,739
+1,589
+22% +$142K 0.03% 512
2016
Q4 		$624K Buy
7,150
+1,962
+38% +$158K 0.03% 538
2016
Q3 		$373K Buy
5,188
+27
+0.5% +$1.85K 0.02% 700
2016
Q2 		$328K Buy
5,161
+4,895
+1,840% +$341K 0.02% 741
2016
Q1 		$21K Sell
266
-2,190
-89% -$145K ﹤0.01% 1323
2015
Q4 		$177K Buy
+2,456
New +$188K 0.01% 889

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

IFP Advisors's COF Position: Q2 2026 in Review

IFP Advisors reduced its Capital One (COF) stake by 36% in Q2 2026, selling an estimated $1.03M and leaving 9,342 shares worth $1.87M. The position accounts for 0.03% of the portfolio, ranked #508.

IFP Advisors first reported a position in COF in Q4 2015 and has held it in 42 quarters since. The position peaked at $5.26M in Q2 2021. 355 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • IFP Advisors held 9,342 shares of Capital One worth $1.87M as of Q2 2026.
  • IFP Advisors sold 5,365 Capital One shares in Q2 2026, an estimated $1.03M.
  • Capital One made up 0.03% of IFP Advisors's portfolio in Q2 2026, its #508 holding.
  • IFP Advisors first reported a position in Capital One in Q4 2015 and has held it in 42 quarters since.
  • IFP Advisors's Capital One position peaked at $5.26M in Q2 2021.
  • 355 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on IFP Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.