James T. Borello RIA’s Capital One COF Stock Holding History

James T. Borello RIA’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	$184K	Buy	951 +36	+4%	+$7.55K	0.04%	117
2026 Q2	$184K	Buy	915 +122	+15%	+$23.3K	0.04%	120
2026 Q1	$145K	Sell	793 -125	-14%	-$26.1K	0.04%	126
2025 Q4	$222K	Buy	918 +59	+7%	+$13.1K	0.06%	93
2025 Q3	$183K	Buy	859 +186	+28%	+$40.7K	0.05%	102
2025 Q2	$143K	Buy	+673	New	+$126K	0.04%	100

Other funds holding COF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

James T. Borello RIA's COF Position: Q3 2026 in Review

James T. Borello RIA increased its Capital One (COF) stake by 3.9% in Q3 2026, buying an estimated $7.55K and bringing the position to 951 shares worth $184K. The position accounts for 0.04% of the portfolio, ranked #117.

James T. Borello RIA first reported a position in COF in Q2 2025 and has held it in 6 quarters since. The position peaked at $222K in Q4 2025. 290 funds tracked by Wall St. Rank hold COF as of Q3 2026.

James T. Borello RIA held 951 shares of Capital One worth $184K as of Q3 2026.
James T. Borello RIA bought 36 Capital One shares in Q3 2026, an estimated $7.55K.
Capital One made up 0.04% of James T. Borello RIA's portfolio in Q3 2026, its #117 holding.
James T. Borello RIA first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
James T. Borello RIA's Capital One position peaked at $222K in Q4 2025.
290 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.