IFS Advisors’s Capital One COF Stock Holding History

IFS 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	$4.83K	Hold	25	–	–	﹤0.01%	364
2026 Q2	$5.02K	Hold	25	–	–	﹤0.01%	152
2026 Q1	$4.56K	Hold	25	–	–	﹤0.01%	154
2025 Q4	$6.06K	Hold	25	–	–	﹤0.01%	120
2025 Q3	$5.31K	Hold	25	–	–	﹤0.01%	120
2025 Q2	$5.32K	Hold	25	–	–	﹤0.01%	110
2025 Q1	$4.48K	Hold	25	–	–	﹤0.01%	129
2024 Q4	$4.46K	Hold	25	–	–	﹤0.01%	118
2024 Q3	$3.74K	Hold	25	–	–	﹤0.01%	101
2024 Q2	$3.46K	Hold	25	–	–	﹤0.01%	102
2024 Q1	$3.72K	Hold	25	–	–	﹤0.01%	98
2023 Q4	$3.28K	Buy	+25	New	+$2.7K	﹤0.01%	96
2021 Q1	–	Sell	-65	Closed	-$6K	–	48
2020 Q4	$6K	Buy	+65	New	+$5.53K	﹤0.01%	118

Other funds holding COF

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

IFS Advisors's COF Position: Q3 2026 in Review

IFS Advisors held its Capital One (COF) position steady in Q3 2026 at 25 shares worth $4.83K. The position accounts for ﹤0.01% of the portfolio, ranked #364.

IFS Advisors first reported a position in COF in Q4 2020 and has held it in 13 quarters since. The position peaked at $6.06K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold COF as of Q3 2026.

IFS Advisors held 25 shares of Capital One worth $4.83K as of Q3 2026.
IFS Advisors left its Capital One share count unchanged in Q3 2026.
Capital One made up ﹤0.01% of IFS Advisors's portfolio in Q3 2026, its #364 holding.
IFS Advisors first reported a position in Capital One in Q4 2020 and has held it in 13 quarters since.
IFS Advisors's Capital One position peaked at $6.06K in Q4 2025.
1,143 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on IFS Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.