Ceredex Value Advisors Reduces Stake in Capital One Financial

Institutional investor cuts holdings in financial services provider by 13.9% in Q3

Published on Mar. 10, 2026

Got story updates? Submit your updates here. ›

Ceredex Value Advisors LLC reduced its stake in Capital One Financial Corporation (NYSE:COF) by 13.9% during the third quarter, according to a filing with the Securities and Exchange Commission. The institutional investor owned 191,577 shares of the financial services provider's stock worth $40,725,000 as of its most recent filing.

Why it matters

This filing provides insight into the investment strategy and portfolio adjustments of Ceredex Value Advisors, a prominent institutional investor. Changes in large investor holdings can signal shifts in market sentiment or outlook for a particular stock or sector.

The details

Ceredex Value Advisors sold 31,050 shares of Capital One Financial during the third quarter, reducing its total position to 191,577 shares. The firm cited unspecified reasons for the portfolio adjustment, which came as Capital One's stock price fluctuated between $185 and $260 over the past year.

  • Ceredex Value Advisors filed its Q3 2026 holdings with the SEC on March 10, 2026.

The players

Ceredex Value Advisors LLC

An institutional investment management firm that oversees over $40 billion in assets.

Capital One Financial Corporation

A diversified bank holding company that provides credit cards, consumer and commercial banking, and auto finance services.

Got photos? Submit your photos here. ›

The takeaway

This filing highlights the ongoing portfolio adjustments and investment decisions made by major institutional investors like Ceredex Value Advisors. While the specific reasons for the stake reduction are not disclosed, it reflects the firm's evolving views on the prospects and valuation of Capital One Financial.