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LVW Advisors’s Capital One COF Stock Holding History

LVW 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 		$902K Buy
4,497
+699
+18% +$134K 0.08% 142
2026
Q1 		$693K Buy
3,798
+1,802
+90% +$377K 0.07% 152
2025
Q4 		$484K Buy
1,996
+120
+6% +$26.7K 0.05% 195
2025
Q3 		$399K Buy
1,876
+143
+8% +$31.3K 0.04% 230
2025
Q2 		$369K Buy
1,733
+416
+32% +$77.6K 0.04% 238
2025
Q1 		$236K Sell
1,317
-70
-5% -$13.2K 0.03% 274
2024
Q4 		$247K Buy
+1,387
New +$240K 0.03% 277
2022
Q2 		– Sell
-2,243
Closed -$294K – 233
2022
Q1 		$294K Sell
2,243
-1,034
-32% -$151K 0.05% 197
2021
Q4 		$475K Sell
3,277
-137
-4% -$21.2K 0.08% 152
2021
Q3 		$553K Buy
3,414
+895
+36% +$146K 0.1% 146
2021
Q2 		$390K Sell
2,519
-10
-0.4% -$1.51K 0.07% 169
2021
Q1 		$322K Buy
2,529
+301
+14% +$35.5K 0.06% 178
2020
Q4 		$220K Buy
+2,228
New +$189K 0.04% 191
2020
Q1 		– Sell
-1,959
Closed -$202K – 166
2019
Q4 		$202K Buy
+1,959
New +$189K 0.05% 174

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

LVW Advisors's COF Position: Q2 2026 in Review

LVW Advisors increased its Capital One (COF) stake by 18% in Q2 2026, buying an estimated $134K and bringing the position to 4,497 shares worth $902K. The position accounts for 0.08% of the portfolio, ranked #142.

LVW Advisors first reported a position in COF in Q4 2019 and has held it in 14 quarters since. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • LVW Advisors held 4,497 shares of Capital One worth $902K as of Q2 2026.
  • LVW Advisors bought 699 Capital One shares in Q2 2026, an estimated $134K.
  • Capital One made up 0.08% of LVW Advisors's portfolio in Q2 2026, its #142 holding.
  • LVW Advisors first reported a position in Capital One in Q4 2019 and has held it in 14 quarters since.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on LVW Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.