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Perennial Investment Advisors’s Capital One COF Stock Holding History

Perennial 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 		$330K Buy
1,807
+489
+37% +$102K 0.03% 371
2025
Q4 		$319K Buy
1,318
+114
+9% +$25.4K 0.03% 361
2025
Q3 		$256K Buy
1,204
+4
+0.3% +$876 0.02% 400
2025
Q2 		$255K Buy
+1,200
New +$224K 0.02% 388

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Perennial Investment Advisors's COF Position: Q1 2026 in Review

Perennial Investment Advisors increased its Capital One (COF) stake by 37% in Q1 2026, buying an estimated $102K and bringing the position to 1,807 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #371.

Perennial Investment Advisors first reported a position in COF in Q2 2025 and has held it in 4 quarters since. 2,065 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Perennial Investment Advisors held 1,807 shares of Capital One worth $330K as of Q1 2026.
  • Perennial Investment Advisors bought 489 Capital One shares in Q1 2026, an estimated $102K.
  • Capital One made up 0.03% of Perennial Investment Advisors's portfolio in Q1 2026, its #371 holding.
  • Perennial Investment Advisors first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • 2,065 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Perennial Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.