B.A. Schrock Wealth Management, Inc.’s Capital One COF Stock Holding History

B.A. Schrock Wealth Management, Inc.’s Portfolio COF Stock Details COF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$270K	Buy	+1,390	New	+$292K	0.1%	122

Other funds holding COF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

B.A. Schrock Wealth Management, Inc.'s COF Position: Q3 2026 in Review

B.A. Schrock Wealth Management, Inc. opened a new position in Capital One (COF) in Q3 2026: 1,390 shares worth $270K. The stake represents 0.1% of the portfolio and ranks #122 among its holdings.

237 funds tracked by Wall St. Rank hold COF as of Q3 2026.

B.A. Schrock Wealth Management, Inc. held 1,390 shares of Capital One worth $270K as of Q3 2026.
Capital One was a new B.A. Schrock Wealth Management, Inc. position in Q3 2026.
Capital One made up 0.1% of B.A. Schrock Wealth Management, Inc.'s portfolio in Q3 2026, its #122 holding.
237 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on B.A. Schrock Wealth Management, Inc.'s 13F filing for Q3 2026, filed 15 Oct 2026.