David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Capital One Financial Corp. (COF)
← All COF superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,178 0.05 $182.43 $579,763 SEC
2025   Q4 3,178 0.07 $242.36 $770,220 SEC
2025   Q3 3,178 0.06 Reduce 0.56% <0.01 $203.63–232.45 · VW $218.57i $675,579 SEC
2025   Q2 3,196 0.07 Add 32.39% 0.02 $143.22–215.62 · VW $185.99i $679,981 SEC
2025   Q1 2,414 0.05 $179.30 $432,830 SEC
2024   Q4 2,414 0.05 $178.32 $430,464 SEC
2024   Q3 2,414 0.04 $149.73 $361,448 SEC
2024   Q2 2,414 0.04 $138.36 $334,000 SEC
2024   Q1 2,414 0.04 $148.89 $359,420 SEC
2023   Q4 2,414 0.04 $131.12 $316,524 SEC
2023   Q3 2,414 0.03 $97.05 $234,279 SEC
2023   Q2 2,414 0.04 Reduce 56.15% 0.04 $83.93–114.91 · VW $100.61i $264,019 SEC
2023   Q1 5,505 0.08 $96.16 $529,361 SEC
2022   Q4 5,505 0.08 $92.96 $511,745 SEC
2022   Q3 5,505 0.08 $92.10 $507,000 SEC
2022   Q2 5,505 0.09 Reduce 13.38% 0.01 $98.54–144.73 · VW $120.94i $574,000 SEC
2022   Q1 6,355 0.11 $131.24 $834,000 SEC
2021   Q4 6,355 0.12 Reduce 7.23% 0.01 $136.52–174.65 · VW $149.88i $922,000 SEC
2021   Q3 6,850 0.16 $161.90 $1,109,000 SEC
2021   Q2 6,850 0.15 Reduce 85.75% 0.78 $127.80–168.00 · VW $152.54i $1,060,000 SEC
2021   Q1 48,060 0.91 Reduce 37.08% 0.47 $96.98–134.70 · VW $115.85i $6,115,000 SEC
2020   Q4 76,387 1.27 Reduce 0.62% <0.01 $70.78–99.16 · VW $83.83i $7,551,000 SEC
2020   Q3 76,865 1.07 Reduce 9.35% 0.10 $57.30–77.50 · VW $66.97i $5,524,000 SEC
2020   Q2 84,797 1.02 Reduce 3.51% 0.04 $39.90–85.22 · VW $63.72i $5,307,000 SEC
2020   Q1 87,881 1.01 Reduce 7.44% 0.12 $38.00–107.59 · VW $75.99i $4,431,000 SEC
2019   Q4 94,949 1.59 Reduce 2.98% 0.05 $83.73–105.70 · VW $96.62i $9,771,000 SEC
2019   Q3 97,863 1.58 Reduce 2.03% 0.03 $82.63–98.62 · VW $90.45i $8,904,000 SEC
2019   Q2 99,891 1.63 Reduce 11.17% 0.18 $82.27–94.38 · VW $89.37i $9,064,000 SEC
2019   Q1 112,448 1.60 Add 2.00% 0.03 $74.39–85.87 · VW $81.03i $9,186,000 SEC
2018   Q4 110,241 1.57 Reduce 1.63% 0.03 $69.90–98.14 · VW $86.38i $8,333,000 SEC
2018   Q3 112,073 1.73 Reduce 6.23% 0.11 $91.93–101.26 · VW $96.71i $10,639,000 SEC
2018   Q2 119,516 1.84 Reduce 2.23% 0.04 $86.95–99.15 · VW $93.37i $10,984,000 SEC
2018   Q1 122,239 1.95 Reduce 4.00% 0.08 $88.75–106.50 · VW $99.09i $11,713,000 SEC
2017   Q4 127,331 2.02 Reduce 2.91% 0.05 $83.88–101.43 · VW $92.06i $12,680,000 SEC
2017   Q3 131,152 1.83 Add 1.44% 0.03 $76.98–88.24 · VW $83.11i $11,103,000 SEC
2017   Q2 129,293 1.83 Reduce 1.09% 0.02 $76.05–86.91 · VW $80.71i $10,682,000 SEC
2017   Q1 130,719 1.99 Reduce 6.90% 0.14 $81.32–96.92 · VW $89.02i $11,328,000 SEC
2016   Q4 140,410 2.08 Reduce 15.11% 0.32 $70.50–91.64 · VW $80.50i $12,249,000 SEC
2016   Q3 165,395 2.10 Reduce 2.42% 0.05 $59.66–72.77 · VW $68.64i $11,880,000 SEC
2016   Q2 169,500 2.10 Add 0.83% 0.02 $58.03–76.30 · VW $68.57i $10,765,000 SEC
2016   Q1 168,101 2.30 Reduce 2.07% 0.05 $58.49–71.39 · VW $65.79i $11,651,000 SEC
2015   Q4 171,653 2.41 Reduce 35.68% 1.00 $70.17–81.62 · VW $76.64i $12,390,000 SEC
2015   Q3 266,867 2.79 Add 0.16% <0.01 $67.73–92.10 · VW $78.46i $19,353,000 SEC
2015   Q2 266,432 2.95 Reduce 12.56% 0.35 $78.57–90.10 · VW $83.95i $23,438,000 SEC
2015   Q1 304,711 2.78 Add 0.13% <0.01 $72.77–83.24 · VW $77.72i $24,017,000 SEC
2014   Q4 304,323 2.84 Reduce 0.06% <0.01 $75.08–83.96 · VW $81.17i $25,122,000 SEC
2014   Q3 304,502 2.89 Add 1.40% 0.04 $77.70–85.39 · VW $81.57i $24,853,000 SEC
2014   Q2 300,305 2.82 Add 3.80% 0.10 $72.63–83.89 · VW $77.76i $24,805,000 SEC
2014   Q1 289,301 2.67 Add 37.47% 0.73 $67.86–78.49 · VW $73.42i $22,322,000 SEC
2013   Q4 210,448 1.96 Add 95.45% 0.96 $67.36–76.71 · VW $71.50i $16,122,000 SEC
2013   Q3 107,673 1.00 Add 228.87% 0.70 $63.09–70.00 · VW $67.01i $7,401,000 SEC
2013   Q2 32,740 0.29 Add 40.48% 0.08 $52.34–63.63 · VW $59.01i $2,056,000 SEC
2013   Q1 23,305 0.19 Add 22.21% 0.03 $50.21–62.92 · VW $55.09i $1,281,000 SEC
2012   Q4 19,070 0.18 $57.94 $1,105,000 SEC
2012   Q3 19,070 0.16 $57.00 $1,087,000 SEC
2012   Q2 19,070 0.15 Reduce 0.65% <0.01 $47.99–56.95 · VW $53.30i $1,042,000 SEC
2012   Q1 19,195 0.14 Buy 0.14 $43.12–57.49 · VW $49.83i $1,070,000 SEC
2002   Q1 0 0.00 Sell 100.00% 0.16 $43.01–64.91 · VW $52.55i SEC
2001   Q4 17,615 0.16 Add 1.38% <0.01 $41.00–55.60 · VW $47.38i $950,000 SEC
2001   Q3 17,375 0.16 Add 60.36% 0.06 $36.40–67.25 · VW $54.48i $800,000 SEC
2001   Q2 10,835 0.12 Reduce 6.80% <0.01 $51.61–72.58 · VW $62.97i $652,000 SEC
2001   Q1 11,625 0.12 Add 2.65% <0.01 $46.90–70.44 · VW $58.66i $645,000 SEC
2000   Q4 11,325 0.15 Reduce 35.47% 0.10 $45.88–73.25 · VW $60.22i $745,000 SEC
2000   Q3 17,550 0.30 Buy 0.30 $44.63–71.75 · VW $60.71i $1,230,000 SEC
Price snapshot:
Current price$203.02
Avg. buy price$107.44
+/- since buy88.96%
52-week low$174.23
52-week high$257.54