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Mount Yale Investment Advisors’s Capital One COF Stock Holding History

Mount Yale 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 		$7.67M Buy
38,229
+1,202
+3% +$230K 0.14% 162
2026
Q1 		$6.75M Buy
37,027
+5,669
+18% +$1.19M 0.16% 147
2025
Q4 		$7.6M Buy
31,358
+22,457
+252% +$5M 0.37% 57
2025
Q3 		$1.89M Buy
8,901
+5,985
+205% +$1.31M 0.13% 168
2025
Q2 		$620K Buy
+2,916
New +$544K 0.05% 297
2022
Q3 		– Sell
-1,985
Closed -$207K – 452
2022
Q2 		$207K Sell
1,985
-1,457
-42% -$178K 0.03% 436
2022
Q1 		$452K Buy
3,442
+140
+4% +$20.4K 0.05% 314
2021
Q4 		$479K Buy
3,302
+484
+17% +$74.8K 0.05% 300
2021
Q3 		$456K Buy
2,818
+342
+14% +$55.8K 0.05% 304
2021
Q2 		$383K Buy
2,476
+29
+1% +$4.38K 0.05% 289
2021
Q1 		$311K Buy
+2,447
New +$288K 0.04% 303
2018
Q4 		– Sell
-476
Closed -$43K – 408
2018
Q3 		$43K Sell
476
-1,547
-76% -$150K 0.01% 628
2018
Q2 		$186K Sell
2,023
-11
-0.5% -$1.04K 0.04% 311
2018
Q1 		$195K Buy
+2,034
New +$202K 0.04% 295

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 $3.38T AUM 44.17% 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

Mount Yale Investment Advisors's COF Position: Q2 2026 in Review

Mount Yale Investment Advisors increased its Capital One (COF) stake by 3.2% in Q2 2026, buying an estimated $230K and bringing the position to 38,229 shares worth $7.67M. The position accounts for 0.14% of the portfolio, ranked #162.

Mount Yale Investment Advisors first reported a position in COF in Q1 2018 and has held it in 14 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Mount Yale Investment Advisors held 38,229 shares of Capital One worth $7.67M as of Q2 2026.
  • Mount Yale Investment Advisors bought 1,202 Capital One shares in Q2 2026, an estimated $230K.
  • Capital One made up 0.14% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #162 holding.
  • Mount Yale Investment Advisors first reported a position in Capital One in Q1 2018 and has held it in 14 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.