COF icon

Capital One
COF

Name Holding Trade Value Shares
Change 		Change in
Stake
BDF
2001
Black Diamond Financial
Maryland
– -$296K -1,651 Closed
GCP
2002
Garda Capital Partners
Minnesota
– -$303K -1,626 Closed
PDL
2003
Portfolio Design Labs
California
– -$251K -1,398 Closed
LA
2004
LBP AM
France
– -$244K -1,363 Closed
DA
2005
Denali Advisors
California
– -$215K -1,200 Closed
AM
2006
AGF Management
Ontario, Canada
– -$212K -1,183 Closed
T
2007
TOBAM
France
– -$136K -758 Closed
CCA
2008
Catalyst Capital Advisors
New York
– -$94.5K -527 Closed
CM
2009
Capula Management
Cayman Islands
– -$74.1K -397 Closed
WF
2010
Wayfinding Financial
Washington
– -$67K -375 Closed
HCP
2011
Hexagon Capital Partners
Arkansas
– -$35K -195 Closed
TCM
2012
TruNorth Capital Management
Michigan
– -$28.7K -160 Closed
SCB
2013
Saudi Central Bank
Saudi Arabia
– -$26.9K -150 Closed
CWC
2014
Carolinas Wealth Consulting
North Carolina
– -$24.9K -139 Closed
SFGP
2015
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
– -$16.9K -94 Closed
BL
2016
BFSG LLC
California
– -$15.2K -85 Closed
VWM
2017
Valley Wealth Managers
New Jersey
– -$15.2K -85 Closed
QL
2018
Quarry LP
New York
– -$11.3K -63 Closed
PA
2019
PSI Advisors
Florida
– -$8.96K -50 Closed
CAM
2020
Chesapeake Asset Management
New York
– -$7.89K -44 Closed
AF
2021
Atala Financial
California
– -$7.17K -40 Closed
RCA
2022
Runnymede Capital Advisors
Ohio
– -$5.02K -28 Closed
CAWM
2023
Capital A Wealth Management
Pennsylvania
– -$4.66K -26 Closed
NIG
2024
NFJ Investment Group
Texas
– -$3.23K -18 Closed
GP
2025
Greenline Partners
New York
– -$1.61K -9 Closed
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