Klingman & Associates
COF icon

Klingman & Associates’s Capital One COF Stock Holding History

Klingman & Associates’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 		$824K Buy
4,270
+2,203
+107% +$462K 0.03% 167
2026
Q2 		$415K Buy
2,067
+115
+6% +$22K 0.02% 223
2026
Q1 		$356K Buy
1,952
+29
+2% +$6.07K 0.02% 236
2025
Q4 		$466K Buy
1,923
+368
+24% +$81.9K 0.02% 197
2025
Q3 		$331K Buy
1,555
+96
+7% +$21K 0.02% 241
2025
Q2 		$310K Buy
+1,459
New +$272K 0.02% 238

Other funds holding COF

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
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
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
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Klingman & Associates's COF Position: Q3 2026 in Review

Klingman & Associates increased its Capital One (COF) stake by 107% in Q3 2026, buying an estimated $462K and bringing the position to 4,270 shares worth $824K. The position accounts for 0.03% of the portfolio, ranked #167.

Klingman & Associates first reported a position in COF in Q2 2025 and has held it in 6 quarters since. 1,547 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Klingman & Associates held 4,270 shares of Capital One worth $824K as of Q3 2026.
  • Klingman & Associates bought 2,203 Capital One shares in Q3 2026, an estimated $462K.
  • Capital One made up 0.03% of Klingman & Associates's portfolio in Q3 2026, its #167 holding.
  • Klingman & Associates first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
  • 1,547 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Klingman & Associates's 13F filing for Q3 2026, filed 20 Oct 2026.