SIA
COF icon

Strategic Investment Advisors’s Capital One COF Stock Holding History

Strategic 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
Q2 		$200K Sell
998
-299
-23% -$57.2K 0.01% 314
2026
Q1 		$237K Buy
1,297
+419
+48% +$87.6K 0.02% 287
2025
Q4 		$213K Buy
+878
New +$195K 0.02% 232
2022
Q4 		– Sell
-9,511
Closed -$877K – 229
2022
Q3 		$877K Sell
9,511
-1,088
-10% -$116K 0.2% 83
2022
Q2 		$1.1M Buy
10,599
+442
+4% +$54K 0.22% 72
2022
Q1 		$1.33M Sell
10,157
-6,848
-40% -$999K 0.25% 72
2021
Q4 		$2.47M Buy
+17,005
New +$2.63M 0.48% 40

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Strategic Investment Advisors's COF Position: Q2 2026 in Review

Strategic Investment Advisors reduced its Capital One (COF) stake by 23% in Q2 2026, selling an estimated $57.2K and leaving 998 shares worth $200K. The position accounts for 0.01% of the portfolio, ranked #314.

Strategic Investment Advisors first reported a position in COF in Q4 2021 and has held it in 7 quarters since. The position peaked at $2.47M in Q4 2021. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Strategic Investment Advisors held 998 shares of Capital One worth $200K as of Q2 2026.
  • Strategic Investment Advisors sold 299 Capital One shares in Q2 2026, an estimated $57.2K.
  • Capital One made up 0.01% of Strategic Investment Advisors's portfolio in Q2 2026, its #314 holding.
  • Strategic Investment Advisors first reported a position in Capital One in Q4 2021 and has held it in 7 quarters since.
  • Strategic Investment Advisors's Capital One position peaked at $2.47M in Q4 2021.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Strategic Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.