55 North Private Wealth’s Capital One COF Stock Holding History

55 North Private Wealth’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 Q2	$398K	Buy	1,984 +501	+34%	+$95.8K	0.08%	123
2026 Q1	$271K	Sell	1,483 -52	-3%	-$10.9K	0.07%	151
2025 Q4	$372K	Buy	+1,535	New	+$342K	0.1%	107

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

55 North Private Wealth's COF Position: Q2 2026 in Review

55 North Private Wealth increased its Capital One (COF) stake by 34% in Q2 2026, buying an estimated $95.8K and bringing the position to 1,984 shares worth $398K. The position accounts for 0.08% of the portfolio, ranked #123.

55 North Private Wealth first reported a position in COF in Q4 2025 and has held it in 3 quarters since. 2,107 funds tracked by Wall St. Rank hold COF as of Q2 2026.

55 North Private Wealth held 1,984 shares of Capital One worth $398K as of Q2 2026.
55 North Private Wealth bought 501 Capital One shares in Q2 2026, an estimated $95.8K.
Capital One made up 0.08% of 55 North Private Wealth's portfolio in Q2 2026, its #123 holding.
55 North Private Wealth first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
2,107 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on 55 North Private Wealth's 13F filing for Q2 2026, filed 7 Jul 2026.