Lido Advisors’s Capital One COF Stock Holding History

Lido 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	$2.01M	Hold	10,000	–	–	0.01%	799
2026 Q1	$1.82M	Buy	+10,000	New	+$2.09M	0.01%	739

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Lido Advisors's COF Position: Q2 2026 in Review

Lido Advisors increased its Capital One (COF) stake by 8.8% in Q2 2026, buying an estimated $795K and bringing the position to 51,535 shares worth $10.3M. The position accounts for 0.03% of the portfolio, ranked #334.

Lido Advisors first reported a position in COF in Q3 2017 and has held it in 31 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Lido Advisors held 51,535 shares of Capital One worth $10.3M as of Q2 2026.
Lido Advisors bought 4,158 Capital One shares in Q2 2026, an estimated $795K.
Capital One made up 0.03% of Lido Advisors's portfolio in Q2 2026, its #334 holding.
Lido Advisors first reported a position in Capital One in Q3 2017 and has held it in 31 quarters since.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Lido Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.