Quantum Financial Advisors’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$388K Buy
1,934
+73
+4% +$14K 0.04% 152
2026
Q1
$340K Sell
1,861
-35
-2% -$7.32K 0.04% 147
2025
Q4
$460K Sell
1,896
-84
-4% -$18.7K 0.05% 123
2025
Q3
$421K Sell
1,980
-287
-13% -$62.8K 0.05% 106
2025
Q2
$482K Buy
+2,267
New +$423K 0.07% 92

Other funds holding COF

Quantum Financial Advisors's COF Position: Q2 2026 in Review

Quantum Financial Advisors increased its Capital One (COF) stake by 3.9% in Q2 2026, buying an estimated $14K and bringing the position to 1,934 shares worth $388K. The position accounts for 0.04% of the portfolio, ranked #152.

Quantum Financial Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $482K in Q2 2025. 412 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Quantum Financial Advisors held 1,934 shares of Capital One worth $388K as of Q2 2026.
  • Quantum Financial Advisors bought 73 Capital One shares in Q2 2026, an estimated $14K.
  • Capital One made up 0.04% of Quantum Financial Advisors's portfolio in Q2 2026, its #152 holding.
  • Quantum Financial Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Quantum Financial Advisors's Capital One position peaked at $482K in Q2 2025.
  • 412 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Quantum Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.