Whelan Financial
COF icon

Whelan Financial’s Capital One COF Stock Holding History

Whelan Financial’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
Q3 		$1.72M Buy
8,908
+620
+7% +$130K 0.45% 27
2026
Q2 		$1.66M Buy
8,288
+702
+9% +$134K 0.45% 25
2026
Q1 		$1.38M Buy
7,586
+561
+8% +$117K 0.43% 26
2025
Q4 		$1.7M Buy
7,025
+746
+12% +$166K 0.53% 23
2025
Q3 		$1.33M Buy
6,279
+2,563
+69% +$561K 0.42% 27
2025
Q2 		$791K Buy
3,716
+1,156
+45% +$216K 0.29% 28
2025
Q1 		$459K Buy
+2,560
New +$484K 0.18% 38

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Whelan Financial's COF Position: Q3 2026 in Review

Whelan Financial increased its Capital One (COF) stake by 7.5% in Q3 2026, buying an estimated $130K and bringing the position to 8,908 shares worth $1.72M. The position accounts for 0.45% of the portfolio, ranked #27.

Whelan Financial first reported a position in COF in Q1 2025 and has held it in 7 quarters since. 1,185 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Whelan Financial held 8,908 shares of Capital One worth $1.72M as of Q3 2026.
  • Whelan Financial bought 620 Capital One shares in Q3 2026, an estimated $130K.
  • Capital One made up 0.45% of Whelan Financial's portfolio in Q3 2026, its #27 holding.
  • Whelan Financial first reported a position in Capital One in Q1 2025 and has held it in 7 quarters since.
  • 1,185 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Whelan Financial's 13F filing for Q3 2026, filed 28 Oct 2026.