Accel Wealth Management
COF icon

Accel Wealth Management’s Capital One COF Stock Holding History

Accel Wealth Management’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 		$298K Buy
1,541
+2
+0.1% +$420 0.06% 220
2026
Q2 		$309K Buy
1,539
+3
+0.2% +$574 0.07% 215
2026
Q1 		$280K Buy
1,536
+446
+41% +$93.3K 0.07% 224
2025
Q4 		$264K Buy
1,090
+1
+0.1% +$223 0.07% 221
2025
Q3 		$231K Buy
+1,089
New +$238K 0.07% 242
2023
Q2 		– Sell
-419
Closed -$40.3K – 294
2023
Q1 		$40.3K Sell
419
-123
-23% -$12.9K 0.02% 527
2022
Q4 		$50.4K Sell
542
-760
-58% -$74.7K 0.02% 358
2022
Q3 		$130K Buy
1,302
+5
+0.4% +$532 0.07% 212
2022
Q2 		$140K Buy
1,297
+5
+0.4% +$611 0.08% 185
2022
Q1 		$169K Sell
1,292
-296
-19% -$43.2K 0.09% 178
2021
Q4 		$230K Buy
1,588
+753
+90% +$116K 0.11% 146
2021
Q3 		$135K Buy
835
+774
+1,269% +$126K 0.09% 181
2021
Q2 		$9K Hold
61
– – 0.01% 708
2021
Q1 		$8K Buy
+61
New +$7.19K 0.01% 685

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Accel Wealth Management's COF Position: Q3 2026 in Review

Accel Wealth Management increased its Capital One (COF) stake by 0.13% in Q3 2026, buying an estimated $420 and bringing the position to 1,541 shares worth $298K. The position accounts for 0.06% of the portfolio, ranked #220.

Accel Wealth Management first reported a position in COF in Q1 2021 and has held it in 14 quarters since. The position peaked at $309K in Q2 2026. 1,153 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Accel Wealth Management held 1,541 shares of Capital One worth $298K as of Q3 2026.
  • Accel Wealth Management bought 2 Capital One shares in Q3 2026, an estimated $420.
  • Capital One made up 0.06% of Accel Wealth Management's portfolio in Q3 2026, its #220 holding.
  • Accel Wealth Management first reported a position in Capital One in Q1 2021 and has held it in 14 quarters since.
  • Accel Wealth Management's Capital One position peaked at $309K in Q2 2026.
  • 1,153 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Accel Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.