Valeo Financial Advisors’s Capital One COF Stock Holding History

Valeo Financial 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
2019 Q1	–	Sell	-300	Closed	-$23K	–	1558
2018 Q4	$23K	Hold	300	–	–	﹤0.01%	672
2018 Q3	$27K	Hold	300	–	–	﹤0.01%	679
2018 Q2	$29K	Hold	300	–	–	﹤0.01%	662
2018 Q1	$29K	Hold	300	–	–	﹤0.01%	618
2017 Q4	$30K	Hold	300	–	–	﹤0.01%	582
2017 Q3	$25K	Buy	+300	New	+$24.7K	0.01%	521

Other funds holding COF

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

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Valeo Financial Advisors's COF Position: Q2 2026 in Review

Valeo Financial Advisors increased its Capital One (COF) stake by 7.9% in Q2 2026, buying an estimated $101K and bringing the position to 7,222 shares worth $1.45M. The position accounts for 0.03% of the portfolio, ranked #240.

Valeo Financial Advisors first reported a position in COF in Q3 2017 and has held it in 31 quarters since. The position peaked at $2.46M in Q4 2025. 529 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Valeo Financial Advisors held 7,222 shares of Capital One worth $1.45M as of Q2 2026.
Valeo Financial Advisors bought 528 Capital One shares in Q2 2026, an estimated $101K.
Capital One made up 0.03% of Valeo Financial Advisors's portfolio in Q2 2026, its #240 holding.
Valeo Financial Advisors first reported a position in Capital One in Q3 2017 and has held it in 31 quarters since.
Valeo Financial Advisors's Capital One position peaked at $2.46M in Q4 2025.
529 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Valeo Financial Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.