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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
Q2 		$1.1M Buy
5,503
+411
+8% +$78.6K 0.01% 380
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Moneta Group Investment Advisors's COF Position: Q2 2026 in Review

Moneta Group Investment Advisors increased its Capital One (COF) stake by 8.1% in Q2 2026, buying an estimated $78.6K and bringing the position to 5,503 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #380.

Moneta Group Investment Advisors first reported a position in COF in Q4 2017 and has held it in 19 quarters since. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Moneta Group Investment Advisors held 5,503 shares of Capital One worth $1.1M as of Q2 2026.
  • Moneta Group Investment Advisors bought 411 Capital One shares in Q2 2026, an estimated $78.6K.
  • Capital One made up 0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #380 holding.
  • Moneta Group Investment Advisors first reported a position in Capital One in Q4 2017 and has held it in 19 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.