AWA
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Aaron Wealth Advisors’s Capital One COF Stock Holding History

Aaron Wealth Advisors’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 		$1.85M Buy
9,241
+264
+3% +$50.5K 0.09% 136
2026
Q1 		$1.64M Sell
8,977
-3,173
-26% -$664K 0.09% 134
2025
Q4 		$2.94M Buy
12,150
+1,684
+16% +$375K 0.16% 85
2025
Q3 		$2.22M Buy
10,466
+3,599
+52% +$788K 0.13% 97
2025
Q2 		$1.46M Buy
6,867
+3,585
+109% +$669K 0.15% 93
2025
Q1 		$588K Buy
3,282
+101
+3% +$19.1K 0.07% 184
2024
Q4 		$567K Buy
3,181
+299
+10% +$51.8K 0.07% 183
2024
Q3 		$432K Buy
2,882
+825
+40% +$117K 0.05% 222
2024
Q2 		$285K Buy
2,057
+326
+19% +$45.7K 0.04% 247
2024
Q1 		$258K Buy
+1,731
New +$234K 0.04% 242
2022
Q4 		– Sell
-5,364
Closed -$494K – 247
2022
Q3 		$494K Sell
5,364
-508
-9% -$54.1K 0.09% 112
2022
Q2 		$611K Sell
5,872
-1,235
-17% -$151K 0.15% 85
2022
Q1 		$933K Buy
+7,107
New +$1.04M 0.22% 65

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Aaron Wealth Advisors's COF Position: Q2 2026 in Review

Aaron Wealth Advisors increased its Capital One (COF) stake by 2.9% in Q2 2026, buying an estimated $50.5K and bringing the position to 9,241 shares worth $1.85M. The position accounts for 0.09% of the portfolio, ranked #136.

Aaron Wealth Advisors first reported a position in COF in Q1 2022 and has held it in 13 quarters since. The position peaked at $2.94M in Q4 2025. 2,116 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Aaron Wealth Advisors held 9,241 shares of Capital One worth $1.85M as of Q2 2026.
  • Aaron Wealth Advisors bought 264 Capital One shares in Q2 2026, an estimated $50.5K.
  • Capital One made up 0.09% of Aaron Wealth Advisors's portfolio in Q2 2026, its #136 holding.
  • Aaron Wealth Advisors first reported a position in Capital One in Q1 2022 and has held it in 13 quarters since.
  • Aaron Wealth Advisors's Capital One position peaked at $2.94M in Q4 2025.
  • 2,116 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.