Lantz Financial
COF icon

Lantz Financial’s Capital One COF Stock Holding History

Lantz Financial’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 		$244K Buy
1,265
+16
+1% +$3.36K 0.04% 239
2026
Q2 		$251K Sell
1,249
-4
-0.3% -$765 0.05% 233
2026
Q1 		$229K Buy
1,253
+99
+9% +$20.7K 0.05% 227
2025
Q4 		$280K Buy
1,154
+57
+5% +$12.7K 0.06% 214
2025
Q3 		$233K Sell
1,097
-23
-2% -$5.04K 0.05% 230
2025
Q2 		$238K Buy
+1,120
New +$209K 0.06% 212

Other funds holding COF

Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $61B AUM 26.92% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Antipodes Partners
Antipodes Partners Royal Exchange, Australia $5.43B AUM 15.86% 1-Year Est. Return
Citigroup
Citigroup New York $308B AUM 40.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Lantz Financial's COF Position: Q3 2026 in Review

Lantz Financial increased its Capital One (COF) stake by 1.3% in Q3 2026, buying an estimated $3.36K and bringing the position to 1,265 shares worth $244K. The position accounts for 0.04% of the portfolio, ranked #239.

Lantz Financial first reported a position in COF in Q2 2025 and has held it in 6 quarters since. The position peaked at $280K in Q4 2025. 1,072 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Lantz Financial held 1,265 shares of Capital One worth $244K as of Q3 2026.
  • Lantz Financial bought 16 Capital One shares in Q3 2026, an estimated $3.36K.
  • Capital One made up 0.04% of Lantz Financial's portfolio in Q3 2026, its #239 holding.
  • Lantz Financial first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
  • Lantz Financial's Capital One position peaked at $280K in Q4 2025.
  • 1,072 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Lantz Financial's 13F filing for Q3 2026, filed 15 Oct 2026.