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Realta Investment Advisors’s Capital One COF Stock Holding History

Realta 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
Q3 		$214K Buy
1,111
+36
+3% +$7.55K 0.06% 200
2026
Q2 		$216K Buy
+1,075
New +$206K 0.07% 204
2024
Q3 		– Sell
-10,131
Closed -$1.4M – 413
2024
Q2 		$1.4M Buy
10,131
+108
+1% +$15.2K 0.27% 87
2024
Q1 		$1.49M Buy
10,023
+132
+1% +$17.9K 0.31% 75
2023
Q4 		$1.3M Buy
9,891
+225
+2% +$24.3K 0.29% 79
2023
Q3 		$1.06M Hold
9,666
– – 0.24% 98
2023
Q2 		$1.06M Buy
9,666
+362
+4% +$36.2K 0.23% 102
2023
Q1 		$895K Buy
9,304
+88
+1% +$9.21K 0.22% 119
2022
Q4 		$857K Buy
9,216
+340
+4% +$33.4K 0.21% 124
2022
Q3 		$818K Buy
8,876
+519
+6% +$55.3K 0.21% 119
2022
Q2 		$893K Buy
8,357
+291
+4% +$35.6K 0.22% 109
2022
Q1 		$1.06M Sell
8,066
-779
-9% -$114K 0.21% 106
2021
Q4 		$1.28M Sell
8,845
-58
-0.7% -$8.96K 0.28% 81
2021
Q3 		$1.44M Buy
8,903
+22
+0.2% +$3.59K 0.34% 61
2021
Q2 		$1.37M Sell
8,881
-196
-2% -$29.6K 0.33% 67
2021
Q1 		$1.16M Buy
9,077
+172
+2% +$20.3K 0.3% 81
2020
Q4 		$880K Buy
8,905
+591
+7% +$50.3K 0.25% 93
2020
Q3 		$597K Buy
8,314
+660
+9% +$44.1K 0.2% 123
2020
Q2 		$479K Buy
7,654
+311
+4% +$19.4K 0.16% 171
2020
Q1 		$370K Sell
7,343
-383
-5% -$33.7K 0.16% 172
2019
Q4 		$776K Buy
7,726
+1,161
+18% +$112K 0.21% 108
2019
Q3 		$599K Buy
6,565
+89
+1% +$8K 0.16% 147
2019
Q2 		$590K Buy
6,476
+447
+7% +$40K 0.16% 149
2019
Q1 		$488K Buy
+6,029
New +$490K 0.22% 133

Other funds holding COF

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return
MN Services Vermogensbeheer
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
DePrince Race & Zollo Inc (DRZ)
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Gateway Investment Advisers
Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return
IFM Investors
IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
CTA
Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

Realta Investment Advisors's COF Position: Q3 2026 in Review

Realta Investment Advisors increased its Capital One (COF) stake by 3.3% in Q3 2026, buying an estimated $7.55K and bringing the position to 1,111 shares worth $214K. The position accounts for 0.06% of the portfolio, ranked #200.

Realta Investment Advisors first reported a position in COF in Q1 2019 and has held it in 24 quarters since. The position peaked at $1.49M in Q1 2024. 237 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Realta Investment Advisors held 1,111 shares of Capital One worth $214K as of Q3 2026.
  • Realta Investment Advisors bought 36 Capital One shares in Q3 2026, an estimated $7.55K.
  • Capital One made up 0.06% of Realta Investment Advisors's portfolio in Q3 2026, its #200 holding.
  • Realta Investment Advisors first reported a position in Capital One in Q1 2019 and has held it in 24 quarters since.
  • Realta Investment Advisors's Capital One position peaked at $1.49M in Q1 2024.
  • 237 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.