YIA
COF icon

YHB Investment Advisors’s Capital One COF Stock Holding History

YHB 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
Q3 		$1.93M Sell
9,973
-71
-0.7% -$14.9K 0.12% 131
2026
Q2 		$2.02M Sell
10,044
-6,411
-39% -$1.23M 0.13% 126
2026
Q1 		$3M Sell
16,455
-9
-0.1% -$1.88K 0.22% 98
2025
Q4 		$3.99M Sell
16,464
-440
-3% -$98K 0.28% 82
2025
Q3 		$3.59M Buy
16,904
+75
+0.4% +$16.4K 0.26% 86
2025
Q2 		$3.58M Buy
16,829
+1,320
+9% +$246K 0.28% 87
2025
Q1 		$2.78M Sell
15,509
-77
-0.5% -$14.5K 0.23% 99
2024
Q4 		$2.78M Sell
15,586
-171
-1% -$29.6K 0.23% 97
2024
Q3 		$2.36M Hold
15,757
– – 0.2% 103
2024
Q2 		$2.18M Hold
15,757
– – 0.19% 111
2024
Q1 		$2.35M Sell
15,757
-1,321
-8% -$179K 0.21% 104
2023
Q4 		$2.24M Sell
17,078
-5,191
-23% -$560K 0.22% 102
2023
Q3 		$2.16M Sell
22,269
-913
-4% -$97.6K 0.2% 109
2023
Q2 		$2.54M Buy
23,182
+721
+3% +$72.2K 0.24% 99
2023
Q1 		$2.16M Buy
22,461
+5,489
+32% +$575K 0.22% 101
2022
Q4 		$1.58M Sell
16,972
-552
-3% -$54.3K 0.17% 117
2022
Q3 		$1.61M Hold
17,524
– – 0.18% 114
2022
Q2 		$1.83M Hold
17,524
– – 0.19% 113
2022
Q1 		$2.3M Sell
17,524
-495
-3% -$72.2K 0.2% 107
2021
Q4 		$2.61M Hold
18,019
– – 0.21% 107
2021
Q3 		$2.92M Hold
18,019
– – 0.25% 103
2021
Q2 		$2.79M Hold
18,019
– – 0.24% 106
2021
Q1 		$2.46M Sell
18,019
-936
-5% -$110K 0.21% 111
2020
Q4 		$1.87M Buy
18,955
+4,042
+27% +$344K 0.18% 117
2020
Q3 		$1.07M Buy
+14,913
New +$997K 0.12% 152

Other funds holding COF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

YHB Investment Advisors's COF Position: Q3 2026 in Review

YHB Investment Advisors reduced its Capital One (COF) stake by 0.71% in Q3 2026, selling an estimated $14.9K and leaving 9,973 shares worth $1.93M. The position accounts for 0.12% of the portfolio, ranked #131.

YHB Investment Advisors first reported a position in COF in Q3 2020 and has held it in 25 quarters since. The position peaked at $3.99M in Q4 2025. 68 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • YHB Investment Advisors held 9,973 shares of Capital One worth $1.93M as of Q3 2026.
  • YHB Investment Advisors sold 71 Capital One shares in Q3 2026, an estimated $14.9K.
  • Capital One made up 0.12% of YHB Investment Advisors's portfolio in Q3 2026, its #131 holding.
  • YHB Investment Advisors first reported a position in Capital One in Q3 2020 and has held it in 25 quarters since.
  • YHB Investment Advisors's Capital One position peaked at $3.99M in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on YHB Investment Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.