Nicolet Advisory Services’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q4
$1.54M Sell
6,584
-463
-7% -$103K 0.1% 100
2025
Q3
$1.51M Buy
7,047
+48
+0.7% +$10.5K 0.12% 93
2025
Q2
$1.45M Buy
6,999
+4,632
+196% +$864K 0.12% 90
2025
Q1
$384K Buy
2,367
+177
+8% +$33.4K 0.04% 230
2024
Q4
$384K Buy
2,190
+564
+35% +$97.6K 0.04% 247
2024
Q3
$236K Buy
+1,626
New +$232K 0.02% 332

Other funds holding COF

Nicolet Advisory Services's COF Position: Q4 2025 in Review

Nicolet Advisory Services reduced its Capital One (COF) stake by 6.6% in Q4 2025, selling an estimated $103K and leaving 6,584 shares worth $1.54M. The position accounts for 0.1% of the portfolio, ranked #100.

Nicolet Advisory Services first reported a position in COF in Q3 2024 and has held it in 6 quarters since. 2,204 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Nicolet Advisory Services held 6,584 shares of Capital One worth $1.54M as of Q4 2025.
  • Nicolet Advisory Services sold 463 Capital One shares in Q4 2025, an estimated $103K.
  • Capital One made up 0.1% of Nicolet Advisory Services's portfolio in Q4 2025, its #100 holding.
  • Nicolet Advisory Services first reported a position in Capital One in Q3 2024 and has held it in 6 quarters since.
  • 2,204 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Nicolet Advisory Services's 13F filing for Q4 2025, filed 13 Feb 2026.