Legacy Advisors’s Capital One COF Stock Holding History

Legacy 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 Q2	$226K	Buy	+1,124	New	+$215K	0.02%	305
2026 Q1	–	Sell	-1,343	Closed	-$325K	–	287
2025 Q4	$325K	Buy	+1,343	New	+$299K	0.04%	213
2025 Q2	–	Sell	-1,644	Closed	-$295K	–	101
2025 Q1	$295K	Buy	1,644 +471	+40%	+$89K	0.03%	330
2024 Q4	$209K	Buy	+1,173	New	+$203K	0.02%	381

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Legacy Advisors's COF Position: Q2 2026 in Review

Legacy Advisors opened a new position in Capital One (COF) in Q2 2026: 1,124 shares worth $226K. The stake represents 0.02% of the portfolio and ranks #305 among its holdings. This is a return to the name: Legacy Advisors previously reported a position in COF as recently as Q4 2025.

Legacy Advisors first reported a position in COF in Q4 2024 and has held it in 4 quarters since. The position peaked at $325K in Q4 2025. 592 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Legacy Advisors held 1,124 shares of Capital One worth $226K as of Q2 2026.
Capital One was a new Legacy Advisors position in Q2 2026.
Capital One made up 0.02% of Legacy Advisors's portfolio in Q2 2026, its #305 holding.
Legacy Advisors first reported a position in Capital One in Q4 2024 and has held it in 4 quarters since.
Legacy Advisors's Capital One position peaked at $325K in Q4 2025.
592 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.