Security National Bank’s Capital One COF Stock Holding History

Security National Bank’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 Q2	$44.1K	Sell	220 -300	-58%	-$57.4K	0.01%	255
2026 Q1	$94.9K	Hold	520	–	–	0.01%	187
2025 Q4	$126K	Hold	520	–	–	0.02%	168
2025 Q3	$111K	Hold	520	–	–	0.02%	182
2025 Q2	$111K	Hold	520	–	–	0.02%	162
2025 Q1	$93.2K	Hold	520	–	–	0.02%	166
2024 Q4	$92.7K	Hold	520	–	–	0.01%	164
2024 Q3	$77.9K	Hold	520	–	–	0.01%	171
2024 Q2	$72K	Sell	520 -330	-39%	-$46.3K	0.01%	168
2024 Q1	$127K	Hold	850	–	–	0.02%	130
2023 Q4	$111K	Buy	+850	New	+$91.7K	0.03%	139

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Security National Bank's COF Position: Q2 2026 in Review

Security National Bank reduced its Capital One (COF) stake by 58% in Q2 2026, selling an estimated $57.4K and leaving 220 shares worth $44.1K. The position accounts for 0.01% of the portfolio, ranked #255.

Security National Bank first reported a position in COF in Q4 2023 and has held it in 11 quarters since. The position peaked at $127K in Q1 2024. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Security National Bank held 220 shares of Capital One worth $44.1K as of Q2 2026.
Security National Bank sold 300 Capital One shares in Q2 2026, an estimated $57.4K.
Capital One made up 0.01% of Security National Bank's portfolio in Q2 2026, its #255 holding.
Security National Bank first reported a position in Capital One in Q4 2023 and has held it in 11 quarters since.
Security National Bank's Capital One position peaked at $127K in Q1 2024.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Security National Bank's 13F filing for Q2 2026, filed 15 Jul 2026.