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Moneta Group Investment Advisors’s Capital One COF Stock Holding History

Moneta Group Investment 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
Q1 		$929K Buy
5,092
+628
+14% +$131K 0.01% 372
2025
Q4 		$1.08M Buy
4,464
+291
+7% +$64.8K 0.01% 347
2025
Q3 		$887K Sell
4,173
-20
-0.5% -$4.38K 0.01% 374
2025
Q2 		$892K Buy
4,193
+1,620
+63% +$302K 0.01% 324
2025
Q1 		$461K Buy
2,573
+212
+9% +$40K 0.01% 436
2024
Q4 		$421K Sell
2,361
-160
-6% -$27.7K 0.01% 446
2024
Q3 		$377K Sell
2,521
-116
-4% -$16.5K 0.01% 471
2024
Q2 		$365K Sell
2,637
-9
-0.3% -$1.26K 0.01% 444
2024
Q1 		$394K Buy
2,646
+112
+4% +$15.2K 0.01% 423
2023
Q4 		$332K Buy
2,534
+194
+8% +$20.9K 0.01% 424
2023
Q3 		$227K Sell
2,340
-126
-5% -$13.5K 0.01% 464
2023
Q2 		$270K Buy
+2,466
New +$247K 0.01% 444
2022
Q2 		– Sell
-1,653
Closed -$217K – 475
2022
Q1 		$217K Sell
1,653
-201
-11% -$29.3K 0.01% 413
2021
Q4 		$269K Buy
1,854
+502
+37% +$77.6K 0.01% 396
2021
Q3 		$219K Buy
1,352
+33
+3% +$5.38K 0.01% 420
2021
Q2 		$204K Buy
+1,319
New +$199K 0.01% 431
2018
Q2 		– Sell
-133
Closed -$13K – 434
2018
Q1 		$13K Buy
133
+87
+189% +$8.66K ﹤0.01% 436
2017
Q4 		$5K Buy
+46
New +$4.2K ﹤0.01% 368

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Moneta Group Investment Advisors's COF Position: Q1 2026 in Review

Moneta Group Investment Advisors increased its Capital One (COF) stake by 14% in Q1 2026, buying an estimated $131K and bringing the position to 5,092 shares worth $929K. The position accounts for 0.01% of the portfolio, ranked #372.

Moneta Group Investment Advisors first reported a position in COF in Q4 2017 and has held it in 18 quarters since. The position peaked at $1.08M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Moneta Group Investment Advisors held 5,092 shares of Capital One worth $929K as of Q1 2026.
  • Moneta Group Investment Advisors bought 628 Capital One shares in Q1 2026, an estimated $131K.
  • Capital One made up 0.01% of Moneta Group Investment Advisors's portfolio in Q1 2026, its #372 holding.
  • Moneta Group Investment Advisors first reported a position in Capital One in Q4 2017 and has held it in 18 quarters since.
  • Moneta Group Investment Advisors's Capital One position peaked at $1.08M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.