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Regal Investment Advisors’s Capital One COF Stock Holding History

Regal 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 		$279K Sell
1,531
-143
-9% -$29.9K 0.02% 544
2025
Q4 		$406K Sell
1,674
-141
-8% -$31.4K 0.02% 458
2025
Q3 		$386K Buy
1,815
+29
+2% +$6.35K 0.03% 426
2025
Q2 		$380K Buy
+1,786
New +$333K 0.03% 385
2017
Q2 		– Sell
-34,245
Closed -$2.97M – 264
2017
Q1 		$2.97M Sell
34,245
-5,926
-15% -$528K 0.77% 38
2016
Q4 		$3.5M Sell
40,171
-2,664
-6% -$215K 0.97% 27
2016
Q3 		$3.08M Sell
42,835
-2,856
-6% -$196K 0.87% 36
2016
Q2 		$2.9M Buy
+45,691
New +$3.18M 0.8% 41
2015
Q4 		– Sell
-253
Closed -$18K – 377
2015
Q3 		$18K Buy
253
+200
+377% +$16.1K ﹤0.01% 574
2015
Q2 		$4K Buy
53
+1
+2% +$84 ﹤0.01% 776
2015
Q1 		$4K Hold
52
– – ﹤0.01% 835
2014
Q4 		$4K Hold
52
– – ﹤0.01% 768
2014
Q3 		$4K Hold
52
– – ﹤0.01% 817
2014
Q2 		$4K Sell
52
-47
-47% -$3.65K ﹤0.01% 783
2014
Q1 		$8K Sell
99
-1
-1% -$73 ﹤0.01% 669
2013
Q4 		$8K Sell
100
-2
-2% -$142 ﹤0.01% 615
2013
Q3 		$7K Buy
102
+1
+1% +$67 ﹤0.01% 658
2013
Q2 		$6K Buy
+101
New +$5.95K ﹤0.01% 663

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

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

Regal Investment Advisors reduced its Capital One (COF) stake by 8.5% in Q1 2026, selling an estimated $29.9K and leaving 1,531 shares worth $279K. The position accounts for 0.02% of the portfolio, ranked #544.

Regal Investment Advisors first reported a position in COF in Q2 2013 and has held it in 18 quarters since. The position peaked at $3.5M in Q4 2016. 2,065 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Regal Investment Advisors held 1,531 shares of Capital One worth $279K as of Q1 2026.
  • Regal Investment Advisors sold 143 Capital One shares in Q1 2026, an estimated $29.9K.
  • Capital One made up 0.02% of Regal Investment Advisors's portfolio in Q1 2026, its #544 holding.
  • Regal Investment Advisors first reported a position in Capital One in Q2 2013 and has held it in 18 quarters since.
  • Regal Investment Advisors's Capital One position peaked at $3.5M in Q4 2016.
  • 2,065 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.