Kovitz Investment Group Partners
COF icon

Kovitz Investment Group Partners’s Capital One COF Stock Holding History

Kovitz Investment Group Partners’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
Q1 		$1.07M Buy
5,865
+47
+0.8% +$9.83K 0.02% 313
2025
Q4 		$1.41M Sell
5,818
-122,380
-95% -$27.2M 0.03% 277
2025
Q3 		$27.3M Buy
128,198
+4,162
+3% +$911K 0.11% 176
2025
Q2 		$26.4M Sell
124,036
-26,702
-18% -$4.98M 0.11% 162
2025
Q1 		$27M Sell
150,738
-4,094
-3% -$773K 0.14% 140
2024
Q4 		$27.6M Buy
154,832
+503
+0.3% +$87.1K 0.14% 137
2024
Q3 		$21.9M Buy
154,329
+20,831
+16% +$2.97M 0.16% 123
2024
Q2 		$18.5M Buy
133,498
+33,305
+33% +$4.67M 0.16% 101
2024
Q1 		$14.9M Buy
100,193
+6,679
+7% +$904K 0.19% 78
2023
Q4 		$12.3M Sell
93,514
-1,957
-2% -$211K 0.2% 52
2023
Q3 		$9.27M Buy
95,471
+35,938
+60% +$3.84M 0.17% 68
2023
Q2 		$6.51M Buy
59,533
+124
+0.2% +$12.4K 0.1% 107
2023
Q1 		$5.71M Buy
59,409
+412
+0.7% +$43.1K 0.1% 128
2022
Q4 		$5.48M Sell
58,997
-51
-0.1% -$5.01K 0.11% 143
2022
Q3 		$5.44M Buy
59,048
+164
+0.3% +$17.5K 0.13% 126
2022
Q2 		$6.13M Buy
58,884
+370
+0.6% +$45.2K 0.14% 118
2022
Q1 		$7.68M Sell
58,514
-25,348
-30% -$3.7M 0.15% 101
2021
Q4 		$8.29M Buy
83,862
+25,544
+44% +$3.95M 0.2% 76
2021
Q3 		$9.45M Sell
58,318
-1,451
-2% -$237K 0.19% 77
2021
Q2 		$9.25M Sell
59,769
-22,353
-27% -$3.37M 0.18% 85
2021
Q1 		$10.4M Sell
82,122
-1,739
-2% -$205K 0.24% 63
2020
Q4 		$8.29M Sell
83,861
-1,691
-2% -$144K 0.2% 75
2020
Q3 		$6.15M Sell
85,552
-1,519
-2% -$102K 0.17% 93
2020
Q2 		$5.45M Sell
87,071
-11,792
-12% -$734K 0.17% 98
2020
Q1 		$4.99M Sell
98,863
-6,794
-6% -$597K 0.18% 92
2019
Q4 		$10.9M Sell
105,657
-925
-0.9% -$89.1K 0.32% 51
2019
Q3 		$9.7M Sell
106,582
-1,055
-1% -$94.8K 0.31% 54
2019
Q2 		$9.77M Sell
107,637
-1,073
-1% -$96K 0.31% 49
2019
Q1 		$8.88M Buy
108,710
+32,610
+43% +$2.65M 0.28% 55
2018
Q4 		$5.75M Buy
+76,100
New +$6.59M 0.23% 71

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Kovitz Investment Group Partners's COF Position: Q1 2026 in Review

Kovitz Investment Group Partners increased its Capital One (COF) stake by 0.81% in Q1 2026, buying an estimated $9.83K and bringing the position to 5,865 shares worth $1.07M. The position accounts for 0.02% of the portfolio, ranked #313.

Kovitz Investment Group Partners first reported a position in COF in Q4 2018 and has held it in 30 quarters since. The position peaked at $27.6M in Q4 2024. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Kovitz Investment Group Partners held 5,865 shares of Capital One worth $1.07M as of Q1 2026.
  • Kovitz Investment Group Partners bought 47 Capital One shares in Q1 2026, an estimated $9.83K.
  • Capital One made up 0.02% of Kovitz Investment Group Partners's portfolio in Q1 2026, its #313 holding.
  • Kovitz Investment Group Partners first reported a position in Capital One in Q4 2018 and has held it in 30 quarters since.
  • Kovitz Investment Group Partners's Capital One position peaked at $27.6M in Q4 2024.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Kovitz Investment Group Partners's 13F filing for Q1 2026, filed 13 May 2026.