Net Worth Advisory Group
COF icon

Net Worth Advisory Group’s Capital One COF Stock Holding History

Net Worth Advisory Group’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 		$880K Buy
4,524
+505
+13% +$106K 0.22% 104
2026
Q2 		$806K Sell
4,019
-183
-4% -$35K 0.2% 116
2026
Q1 		$767K Sell
4,202
-182
-4% -$38.1K 0.16% 132
2025
Q4 		$1.06M Buy
+4,384
New +$976K 0.21% 80

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Net Worth Advisory Group's COF Position: Q3 2026 in Review

Net Worth Advisory Group increased its Capital One (COF) stake by 13% in Q3 2026, buying an estimated $106K and bringing the position to 4,524 shares worth $880K. The position accounts for 0.22% of the portfolio, ranked #104.

Net Worth Advisory Group first reported a position in COF in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.06M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Net Worth Advisory Group held 4,524 shares of Capital One worth $880K as of Q3 2026.
  • Net Worth Advisory Group bought 505 Capital One shares in Q3 2026, an estimated $106K.
  • Capital One made up 0.22% of Net Worth Advisory Group's portfolio in Q3 2026, its #104 holding.
  • Net Worth Advisory Group first reported a position in Capital One in Q4 2025 and has held it in 4 quarters since.
  • Net Worth Advisory Group's Capital One position peaked at $1.06M in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Net Worth Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.