Lido Advisors
COF icon

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
Q1 		$1.82M Buy
+10,000
New +$2.09M 0.01% 739

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BlackRock
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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

Lido Advisors's COF Position: Q1 2026 in Review

Lido Advisors increased its Capital One (COF) stake by 69% in Q1 2026, buying an estimated $4.03M and bringing the position to 47,377 shares worth $8.64M. The position accounts for 0.03% of the portfolio, ranked #347.

Lido Advisors first reported a position in COF in Q3 2017 and has held it in 30 quarters since. The position peaked at $9.21M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Lido Advisors held 47,377 shares of Capital One worth $8.64M as of Q1 2026.
  • Lido Advisors bought 19,285 Capital One shares in Q1 2026, an estimated $4.03M.
  • Capital One made up 0.03% of Lido Advisors's portfolio in Q1 2026, its #347 holding.
  • Lido Advisors first reported a position in Capital One in Q3 2017 and has held it in 30 quarters since.
  • Lido Advisors's Capital One position peaked at $9.21M in Q1 2024.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Lido Advisors's 13F filing for Q1 2026, filed 13 May 2026.