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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

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

Strategic Investment Advisors increased its Capital One (COF) stake by 48% in Q1 2026, buying an estimated $87.6K and bringing the position to 1,297 shares worth $237K. The position accounts for 0.02% of the portfolio, ranked #287.

Strategic Investment Advisors first reported a position in COF in Q4 2021 and has held it in 6 quarters since. The position peaked at $2.47M in Q4 2021. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Strategic Investment Advisors held 1,297 shares of Capital One worth $237K as of Q1 2026.
  • Strategic Investment Advisors bought 419 Capital One shares in Q1 2026, an estimated $87.6K.
  • Capital One made up 0.02% of Strategic Investment Advisors's portfolio in Q1 2026, its #287 holding.
  • Strategic Investment Advisors first reported a position in Capital One in Q4 2021 and has held it in 6 quarters since.
  • Strategic Investment Advisors's Capital One position peaked at $2.47M in Q4 2021.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Strategic Investment Advisors's 13F filing for Q1 2026, filed 18 May 2026.