Loring Wolcott & Coolidge Fiduciary Advisors’s Capital One COF Stock Holding History

Loring Wolcott & Coolidge Fiduciary 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	$2.82M	Hold	14,050	–	–	0.03%	110
2026 Q1	$2.71M	Sell	14,050 -1,883	-12%	-$394K	0.03%	107
2025 Q4	$3.46M	Sell	15,933 -174	-1%	-$38.7K	0.03%	101
2025 Q3	$3.54M	Sell	16,107 -1,594	-9%	-$349K	0.03%	98
2025 Q2	$3.77M	Buy	+17,701	New	+$3.3M	0.03%	99
2022 Q4	–	Sell	-262	Closed	-$24K	–	581
2022 Q3	$24K	Sell	262 -10	-4%	-$1.06K	﹤0.01%	476
2022 Q2	$28K	Buy	272 +10	+4%	+$1.22K	﹤0.01%	481
2022 Q1	$34K	Hold	262	–	–	﹤0.01%	472
2021 Q4	$38K	Buy	+262	New	+$40.5K	﹤0.01%	486
2021 Q3	–	Sell	-108	Closed	-$17K	–	792
2021 Q2	$17K	Buy	+108	New	+$16.3K	﹤0.01%	554
2020 Q1	–	Sell	-27	Closed	-$3K	–	661
2019 Q4	$3K	Hold	27	–	–	﹤0.01%	627
2019 Q3	$2K	Hold	27	–	–	﹤0.01%	635
2019 Q2	$2K	Hold	27	–	–	﹤0.01%	656
2019 Q1	$2K	Hold	27	–	–	﹤0.01%	636
2018 Q4	$2K	Hold	27	–	–	﹤0.01%	627
2018 Q3	$3K	Hold	27	–	–	﹤0.01%	580
2018 Q2	$2K	Sell	27 -33	-55%	-$3.12K	﹤0.01%	610
2018 Q1	$6K	Hold	60	–	–	﹤0.01%	610
2017 Q4	$6K	Hold	60	–	–	﹤0.01%	598
2017 Q3	$5K	Buy	60 +27	+82%	+$2.23K	﹤0.01%	592
2017 Q2	$3K	Hold	33	–	–	﹤0.01%	606
2017 Q1	$3K	Hold	33	–	–	﹤0.01%	593
2016 Q4	$3K	Buy	+33	New	+$2.66K	﹤0.01%	575
2016 Q2	–	Sell	-160	Closed	-$11K	–	636
2016 Q1	$11K	Hold	160	–	–	﹤0.01%	529
2015 Q4	$12K	Buy	+160	New	+$12.3K	﹤0.01%	552

Other funds holding COF

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Loring Wolcott & Coolidge Fiduciary Advisors's COF Position: Q2 2026 in Review

Loring Wolcott & Coolidge Fiduciary Advisors held its Capital One (COF) position steady in Q2 2026 at 14,050 shares worth $2.82M. The position accounts for 0.03% of the portfolio, ranked #110.

Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in COF in Q4 2015 and has held it in 25 quarters since. The position peaked at $3.77M in Q2 2025. 1,239 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Loring Wolcott & Coolidge Fiduciary Advisors held 14,050 shares of Capital One worth $2.82M as of Q2 2026.
Loring Wolcott & Coolidge Fiduciary Advisors left its Capital One share count unchanged in Q2 2026.
Capital One made up 0.03% of Loring Wolcott & Coolidge Fiduciary Advisors's portfolio in Q2 2026, its #110 holding.
Loring Wolcott & Coolidge Fiduciary Advisors first reported a position in Capital One in Q4 2015 and has held it in 25 quarters since.
Loring Wolcott & Coolidge Fiduciary Advisors's Capital One position peaked at $3.77M in Q2 2025.
1,239 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Loring Wolcott & Coolidge Fiduciary Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.