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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
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

Assenagon Asset Management
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)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
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
DDPIC
Deroy & Devereaux Private Investment Counsel Bloomfield Hills, Michigan $2.4B AUM 57.66% 1-Year Est. Return

YHB Investment Advisors's COF Position: Q2 2026 in Review

YHB Investment Advisors reduced its Capital One (COF) stake by 39% in Q2 2026, selling an estimated $1.23M and leaving 10,044 shares worth $2.02M. The position accounts for 0.13% of the portfolio, ranked #126.

YHB Investment Advisors first reported a position in COF in Q3 2020 and has held it in 24 quarters since. The position peaked at $3.99M in Q4 2025. 658 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • YHB Investment Advisors held 10,044 shares of Capital One worth $2.02M as of Q2 2026.
  • YHB Investment Advisors sold 6,411 Capital One shares in Q2 2026, an estimated $1.23M.
  • Capital One made up 0.13% of YHB Investment Advisors's portfolio in Q2 2026, its #126 holding.
  • YHB Investment Advisors first reported a position in Capital One in Q3 2020 and has held it in 24 quarters since.
  • YHB Investment Advisors's Capital One position peaked at $3.99M in Q4 2025.
  • 658 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on YHB Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.