Klingman & Associates’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
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

Klingman & Associates's COF Position: Q2 2026 in Review

Klingman & Associates increased its Capital One (COF) stake by 5.9% in Q2 2026, buying an estimated $22K and bringing the position to 2,067 shares worth $415K. The position accounts for 0.02% of the portfolio, ranked #223.

Klingman & Associates first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $466K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Klingman & Associates held 2,067 shares of Capital One worth $415K as of Q2 2026.
  • Klingman & Associates bought 115 Capital One shares in Q2 2026, an estimated $22K.
  • Capital One made up 0.02% of Klingman & Associates's portfolio in Q2 2026, its #223 holding.
  • Klingman & Associates first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Klingman & Associates's Capital One position peaked at $466K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Klingman & Associates's 13F filing for Q2 2026, filed 29 Jul 2026.