Waverton Investment Management Boosts Capital One Financial Stake

Asset management firm increases holding in financial services provider by over 1,300%

Mar. 2, 2026 at 4:07pm

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Waverton Investment Management Ltd. significantly increased its position in Capital One Financial Corporation (NYSE: COF) during the third quarter, boosting its stake by 1,390.9% to 1,181,834 shares. The firm now owns approximately 0.19% of Capital One Financial, making it the 17th largest holding in Waverton's investment portfolio.

Why it matters

This large increase in Waverton's Capital One Financial holdings suggests the asset management firm sees significant upside potential in the stock. As a major institutional investor, Waverton's moves can influence market sentiment and potentially drive increased interest in the financial services company.

The details

According to a recent SEC filing, Waverton Investment Management purchased an additional 1,102,563 shares of Capital One Financial during the third quarter, bringing its total position to 1,181,834 shares. This represents a 1,390.9% increase from the previous quarter. Capital One Financial now makes up approximately 3.2% of Waverton's total investment portfolio, making it the firm's 17th largest holding.

  • Waverton Investment Management increased its Capital One Financial stake during the third quarter of 2026.

The players

Waverton Investment Management Ltd

A London-based asset management firm that oversees over $20 billion in client assets.

Capital One Financial Corporation

A diversified bank holding company headquartered in McLean, Virginia that provides credit cards, consumer and commercial banking, and auto financing services.

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The takeaway

Waverton's substantial increase in its Capital One Financial holdings suggests the asset manager sees strong growth potential in the financial services company. As a major institutional investor, Waverton's actions could help drive increased investor interest and buying pressure in Capital One Financial stock.