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Optimum Investment Advisors’s Capital One COF Stock Holding History

Optimum 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
2025
Q3 		$252K Buy
1,186
+486
+69% +$106K 0.1% 172
2025
Q2 		$149K Sell
700
-100
-13% -$18.7K 0.06% 207
2025
Q1 		$143K Buy
800
+700
+700% +$132K 0.07% 201
2024
Q4 		$17.8K Hold
100
– – 0.01% 448
2024
Q3 		$15K Buy
+100
New +$14.2K 0.01% 485
2022
Q2 		– Sell
-47
Closed -$6K – 836
2022
Q1 		$6K Buy
+47
New +$6.85K ﹤0.01% 702
2019
Q2 		– Sell
-165
Closed -$13K – 950
2019
Q1 		$13K Sell
165
-154
-48% -$12.5K ﹤0.01% 758
2018
Q4 		$24K Buy
319
+1
+0.3% +$87 0.01% 614
2018
Q3 		$30K Hold
318
– – 0.01% 652
2018
Q2 		$29K Buy
318
+10
+3% +$946 0.01% 653
2018
Q1 		$30K Buy
+308
New +$30.7K 0.01% 625
2017
Q2 		– Sell
-4,906
Closed -$425K – 297
2017
Q1 		$425K Buy
4,906
+1
+0% +$89 0.15% 183
2016
Q4 		$428K Hold
4,905
– – 0.16% 171
2016
Q3 		$352K Hold
4,905
– – 0.13% 201
2016
Q2 		$312K Hold
4,905
– – 0.12% 205
2016
Q1 		$340K Sell
4,905
-100
-2% -$6.61K 0.13% 187
2015
Q4 		$361K Hold
5,005
– – 0.14% 192
2015
Q3 		$363K Buy
+5,005
New +$402K 0.15% 178
2015
Q1 		$396K Buy
5,030
+400
+9% +$31.4K 0.13% 184
2014
Q4 		$382K Hold
4,630
– – 0.12% 180
2014
Q3 		$378K Hold
4,630
– – 0.13% 169
2014
Q2 		$382K Sell
4,630
-440
-9% -$34.2K 0.12% 176
2014
Q1 		$391K Hold
5,070
– – 0.15% 152
2013
Q4 		$388K Sell
5,070
-440
-8% -$31.3K 0.15% 152
2013
Q3 		$379K Buy
+5,510
New +$371K 0.16% 148

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Optimum Investment Advisors's COF Position: Q3 2025 in Review

Optimum Investment Advisors increased its Capital One (COF) stake by 69% in Q3 2025, buying an estimated $106K and bringing the position to 1,186 shares worth $252K. The position accounts for 0.1% of the portfolio, ranked #172.

Optimum Investment Advisors first reported a position in COF in Q3 2013 and has held it in 25 quarters since. The position peaked at $428K in Q4 2016. 1,999 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Optimum Investment Advisors held 1,186 shares of Capital One worth $252K as of Q3 2025.
  • Optimum Investment Advisors bought 486 Capital One shares in Q3 2025, an estimated $106K.
  • Capital One made up 0.1% of Optimum Investment Advisors's portfolio in Q3 2025, its #172 holding.
  • Optimum Investment Advisors first reported a position in Capital One in Q3 2013 and has held it in 25 quarters since.
  • Optimum Investment Advisors's Capital One position peaked at $428K in Q4 2016.
  • 1,999 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.