SGL Investment 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
Q1
$269K Buy
1,460
+26
+2% +$5.44K 0.1% 115
2025
Q4
$311K Buy
+1,434
New +$319K 0.12% 113

Other funds holding COF

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

SGL Investment Advisors increased its Capital One (COF) stake by 1.8% in Q1 2026, buying an estimated $5.44K and bringing the position to 1,460 shares worth $269K. The position accounts for 0.1% of the portfolio, ranked #115.

SGL Investment Advisors first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $311K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • SGL Investment Advisors held 1,460 shares of Capital One worth $269K as of Q1 2026.
  • SGL Investment Advisors bought 26 Capital One shares in Q1 2026, an estimated $5.44K.
  • Capital One made up 0.1% of SGL Investment Advisors's portfolio in Q1 2026, its #115 holding.
  • SGL Investment Advisors first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • SGL Investment Advisors's Capital One position peaked at $311K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on SGL Investment Advisors's 13F filing for Q1 2026, filed 12 May 2026.