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Sonora Investment Management Group’s Capital One COF Stock Holding History

Sonora Investment Management Group’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
2025
Q3 		$221K Hold
1,038
– – 0.02% 259
2025
Q2 		$221K Buy
+1,038
New +$194K 0.02% 253

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Sonora Investment Management Group's COF Position: Q3 2025 in Review

Sonora Investment Management Group held its Capital One (COF) position steady in Q3 2025 at 1,038 shares worth $221K. The position accounts for 0.02% of the portfolio, ranked #259.

Sonora Investment Management Group first reported a position in COF in Q2 2025 and has held it in 2 quarters since. The position peaked at $221K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Sonora Investment Management Group held 1,038 shares of Capital One worth $221K as of Q3 2025.
  • Sonora Investment Management Group left its Capital One share count unchanged in Q3 2025.
  • Capital One made up 0.02% of Sonora Investment Management Group's portfolio in Q3 2025, its #259 holding.
  • Sonora Investment Management Group first reported a position in Capital One in Q2 2025 and has held it in 2 quarters since.
  • Sonora Investment Management Group's Capital One position peaked at $221K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Sonora Investment Management Group's 13F filing for Q3 2025, filed 7 Oct 2025.