MONECO Advisors
COF icon

MONECO Advisors’s Capital One COF Stock Holding History

MONECO 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
Q3 		$774K Buy
4,008
+65
+2% +$13.6K 0.05% 302
2026
Q2 		$791K Buy
3,943
+1,637
+71% +$313K 0.05% 292
2026
Q1 		$421K Buy
2,306
+183
+9% +$38.3K 0.03% 336
2025
Q4 		$515K Buy
2,123
+65
+3% +$14.5K 0.04% 301
2025
Q3 		$438K Sell
2,058
-18
-0.9% -$3.94K 0.04% 327
2025
Q2 		$442K Buy
2,076
+699
+51% +$130K 0.04% 322
2025
Q1 		$247K Buy
1,377
+5
+0.4% +$944 0.03% 403
2024
Q4 		$245K Sell
1,372
-96
-7% -$16.6K 0.03% 409
2024
Q3 		$220K Hold
1,468
– – 0.03% 403
2024
Q2 		$203K Buy
1,468
+7
+0.5% +$982 0.03% 407
2024
Q1 		$218K Buy
+1,461
New +$198K 0.03% 385

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

MONECO Advisors's COF Position: Q3 2026 in Review

MONECO Advisors increased its Capital One (COF) stake by 1.6% in Q3 2026, buying an estimated $13.6K and bringing the position to 4,008 shares worth $774K. The position accounts for 0.05% of the portfolio, ranked #302.

MONECO Advisors first reported a position in COF in Q1 2024 and has held it in 11 quarters since. The position peaked at $791K in Q2 2026. 1,345 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • MONECO Advisors held 4,008 shares of Capital One worth $774K as of Q3 2026.
  • MONECO Advisors bought 65 Capital One shares in Q3 2026, an estimated $13.6K.
  • Capital One made up 0.05% of MONECO Advisors's portfolio in Q3 2026, its #302 holding.
  • MONECO Advisors first reported a position in Capital One in Q1 2024 and has held it in 11 quarters since.
  • MONECO Advisors's Capital One position peaked at $791K in Q2 2026.
  • 1,345 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on MONECO Advisors's 13F filing for Q3 2026, filed 5 Nov 2026.