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 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

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Accel Wealth Management's COF Position: Q2 2026 in Review

Accel Wealth Management increased its Capital One (COF) stake by 0.2% in Q2 2026, buying an estimated $574 and bringing the position to 1,539 shares worth $309K. The position accounts for 0.07% of the portfolio, ranked #215.

Accel Wealth Management first reported a position in COF in Q1 2021 and has held it in 13 quarters since. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Accel Wealth Management held 1,539 shares of Capital One worth $309K as of Q2 2026.
Accel Wealth Management bought 3 Capital One shares in Q2 2026, an estimated $574.
Capital One made up 0.07% of Accel Wealth Management's portfolio in Q2 2026, its #215 holding.
Accel Wealth Management first reported a position in Capital One in Q1 2021 and has held it in 13 quarters since.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.