MFA
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McClarren Financial Advisors’s Capital One COF Stock Holding History

McClarren Financial 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
2024
Q1 		– Sell
-252
Closed -$33K – 358
2023
Q4 		$33K Buy
252
+2
+0.8% +$216 0.03% 191
2023
Q3 		$24K Buy
250
+1
+0.4% +$107 0.02% 198
2023
Q2 		$27K Buy
249
+2
+0.8% +$200 0.02% 198
2023
Q1 		$23K Buy
247
+1
+0.4% +$105 0.02% 196
2022
Q4 		$22K Buy
246
+1
+0.4% +$98 0.02% 204
2022
Q3 		$22K Buy
+245
New +$26.1K 0.02% 188
2022
Q2 		– Sell
-242
Closed -$31K – 71
2022
Q1 		$31K Hold
242
– – 0.02% 150
2021
Q4 		$36K Buy
242
+2
+0.8% +$309 0.02% 158
2021
Q3 		$38K Buy
240
+1
+0.4% +$163 0.03% 134
2021
Q2 		$36K Buy
+239
New +$36.1K 0.03% 140

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return
Berkshire Hathaway
Berkshire Hathaway Omaha, Nebraska $263B AUM 16.68% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return