Back to COF

Concurrent Investment Advisors, LLC → COF

Concurrent Investment Advisors, LLC COF Position History

Capital One Financial Corporation • Banking

Quarters held
9
Latest value
$261K
Q3 2026
Peak value
$10.7M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$3.6M
Q4 2025$10.7M
Q4 2025$3.9M
Q1 2026$6.1M
Q1 2026$618K
Q2 2026$8.3M
Q2 2026$541K
Q3 2026$9.6M
Q3 2026$261K

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$261K1.4K——
Q3 2026$9.6M49.5K——
Q2 2026$541K2.7K——
Q2 2026$8.3M41.4K——
Q1 2026$618K3.4K——
Q1 2026$6.1M33.7K——
Q4 2025$3.9M16.2K——
Q4 2025$10.7M44.2K——
Q3 2025$3.6M16.9K——

Other funds holding COF

Other Concurrent Investment Advisors, LLC positions

AAPL

APPLE INC

$450.7M
NVDA

NVIDIA CORPORATION

$440.4M
VGES

VANGUARD INDEX FDS

$399.2M
MSFT

MICROSOFT CORP

$367.1M
VGES

VANGUARD INDEX FDS

$352.4M
ETHA

ISHARES TR

$294M
AAPL

APPLE INC

$286.1M
AAPL

APPLE INC

$253.4M
Concurrent Investment Advisors, LLC COF Holdings: 13F Position History | Track13F