IFP Advisors’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q1
Sell
-400
Closed -$30K 2532
2018
Q4
$30K Hold
400
﹤0.01% 1893
2018
Q3
$38K Hold
400
﹤0.01% 2045
2018
Q2
$37K Buy
+400
New +$37.9K ﹤0.01% 2088
2018
Q1
Sell
-400
Closed -$40K 3755
2017
Q4
$40K Hold
400
﹤0.01% 1964
2017
Q3
$34K Buy
+400
New +$33K ﹤0.01% 2239

Other funds holding COF

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. 413 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.
  • 413 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.