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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Mount Yale Investment Advisors's COF Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Capital One (COF) stake by 18% in Q1 2026, buying an estimated $1.19M and bringing the position to 37,027 shares worth $6.75M. The position accounts for 0.16% of the portfolio, ranked #147.

Mount Yale Investment Advisors first reported a position in COF in Q1 2018 and has held it in 13 quarters since. The position peaked at $7.6M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Mount Yale Investment Advisors held 37,027 shares of Capital One worth $6.75M as of Q1 2026.
Mount Yale Investment Advisors bought 5,669 Capital One shares in Q1 2026, an estimated $1.19M.
Capital One made up 0.16% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #147 holding.
Mount Yale Investment Advisors first reported a position in Capital One in Q1 2018 and has held it in 13 quarters since.
Mount Yale Investment Advisors's Capital One position peaked at $7.6M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.