Root Financial Partners
COF icon

Root Financial Partners’s Capital One COF Stock Holding History

Root Financial Partners’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 		$743K Buy
3,848
+704
+22% +$148K 0.02% 169
2026
Q2 		$631K Buy
3,144
+1,050
+50% +$201K 0.02% 166
2026
Q1 		$382K Sell
2,094
-244
-10% -$51K 0.02% 208
2025
Q4 		$567K Buy
2,338
+89
+4% +$19.8K 0.03% 148
2025
Q3 		$478K Buy
2,249
+806
+56% +$176K 0.03% 151
2025
Q2 		$307K Buy
+1,443
New +$269K 0.03% 177

Other funds holding COF

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
Asset Management One
Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Root Financial Partners's COF Position: Q3 2026 in Review

Root Financial Partners increased its Capital One (COF) stake by 22% in Q3 2026, buying an estimated $148K and bringing the position to 3,848 shares worth $743K. The position accounts for 0.02% of the portfolio, ranked #169.

Root Financial Partners first reported a position in COF in Q2 2025 and has held it in 6 quarters since. 767 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Root Financial Partners held 3,848 shares of Capital One worth $743K as of Q3 2026.
  • Root Financial Partners bought 704 Capital One shares in Q3 2026, an estimated $148K.
  • Capital One made up 0.02% of Root Financial Partners's portfolio in Q3 2026, its #169 holding.
  • Root Financial Partners first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
  • 767 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Root Financial Partners's 13F filing for Q3 2026, filed 21 Oct 2026.