McCarter Private Wealth Services
COF icon

McCarter Private Wealth Services’s Capital One COF Stock Holding History

McCarter Private Wealth Services’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
Q3 		$222K Hold
1,150
– – 0.08% 171
2026
Q2 		$231K Sell
1,150
-173
-13% -$33.1K 0.08% 164
2026
Q1 		$241K Buy
1,323
+429
+48% +$89.7K 0.1% 153
2025
Q4 		$217K Buy
+894
New +$199K 0.1% 147

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AMF Tjänstepension
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Robeco Institutional Asset Management
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Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Hosking Partners
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Wealth Enhancement Advisory Services
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E. Ohman J:or Asset Management
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Burney Company
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McCarter Private Wealth Services's COF Position: Q3 2026 in Review

McCarter Private Wealth Services held its Capital One (COF) position steady in Q3 2026 at 1,150 shares worth $222K. The position accounts for 0.08% of the portfolio, ranked #171.

McCarter Private Wealth Services first reported a position in COF in Q4 2025 and has held it in 4 quarters since. The position peaked at $241K in Q1 2026. 545 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • McCarter Private Wealth Services held 1,150 shares of Capital One worth $222K as of Q3 2026.
  • McCarter Private Wealth Services left its Capital One share count unchanged in Q3 2026.
  • Capital One made up 0.08% of McCarter Private Wealth Services's portfolio in Q3 2026, its #171 holding.
  • McCarter Private Wealth Services first reported a position in Capital One in Q4 2025 and has held it in 4 quarters since.
  • McCarter Private Wealth Services's Capital One position peaked at $241K in Q1 2026.
  • 545 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on McCarter Private Wealth Services's 13F filing for Q3 2026, filed 22 Oct 2026.