Modera Wealth Management
COF icon

Modera Wealth Management’s Capital One COF Stock Holding History

Modera Wealth Management’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 		$912K Sell
4,721
-176
-4% -$36.9K 0.01% 364
2026
Q2 		$983K Buy
4,897
+3
+0.1% +$574 0.01% 347
2026
Q1 		$893K Sell
4,894
-523
-10% -$109K 0.01% 340
2025
Q4 		$1.31M Buy
5,417
+86
+2% +$19.1K 0.02% 306
2025
Q3 		$1.13M Sell
5,331
-68
-1% -$14.9K 0.01% 321
2025
Q2 		$1.15M Buy
5,399
+2,617
+94% +$488K 0.01% 315
2025
Q1 		$499K Sell
2,782
-150
-5% -$28.3K 0.01% 440
2024
Q4 		$523K Buy
2,932
+471
+19% +$81.5K 0.01% 428
2024
Q3 		$368K Buy
2,461
+41
+2% +$5.84K ﹤0.01% 457
2024
Q2 		$335K Sell
2,420
-23
-0.9% -$3.23K ﹤0.01% 456
2024
Q1 		$364K Sell
2,443
-304
-11% -$41.2K 0.01% 442
2023
Q4 		$360K Sell
2,747
-3,284
-54% -$354K 0.01% 434
2023
Q3 		$585K Sell
6,031
-24
-0.4% -$2.57K 0.01% 339
2023
Q2 		$662K Sell
6,055
-831
-12% -$83.2K 0.01% 345
2023
Q1 		$662K Buy
6,886
+1,184
+21% +$124K 0.03% 188
2022
Q4 		$530K Buy
5,702
+1,137
+25% +$112K 0.02% 204
2022
Q3 		$421K Buy
+4,565
New +$486K 0.02% 204
2022
Q1 		– Sell
-3,392
Closed -$492K – 405
2021
Q4 		$492K Buy
+3,392
New +$524K 0.02% 281

Other funds holding COF

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Modera Wealth Management's COF Position: Q3 2026 in Review

Modera Wealth Management reduced its Capital One (COF) stake by 3.6% in Q3 2026, selling an estimated $36.9K and leaving 4,721 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #364.

Modera Wealth Management first reported a position in COF in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.31M in Q4 2025. 717 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Modera Wealth Management held 4,721 shares of Capital One worth $912K as of Q3 2026.
  • Modera Wealth Management sold 176 Capital One shares in Q3 2026, an estimated $36.9K.
  • Capital One made up 0.01% of Modera Wealth Management's portfolio in Q3 2026, its #364 holding.
  • Modera Wealth Management first reported a position in Capital One in Q4 2021 and has held it in 18 quarters since.
  • Modera Wealth Management's Capital One position peaked at $1.31M in Q4 2025.
  • 717 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Modera Wealth Management's 13F filing for Q3 2026, filed 28 Oct 2026.