Accurate Wealth Management’s Capital One COF Stock Holding History

Accurate 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	$404K	Buy	2,005 +309	+18%	+$59.1K	0.04%	394
2026 Q1	$327K	Buy	1,696 +10	+0.6%	+$2.09K	0.04%	400
2025 Q4	$420K	Buy	1,686 +165	+11%	+$36.7K	0.05%	338
2025 Q3	$326K	Buy	+1,521	New	+$333K	0.04%	372
2023 Q1	–	Sell	-243	Closed	-$23.9K	–	480
2022 Q4	$23.9K	Buy	+243	New	+$23.9K	0.01%	630

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

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

Accurate Wealth Management increased its Capital One (COF) stake by 18% in Q2 2026, buying an estimated $59.1K and bringing the position to 2,005 shares worth $404K. The position accounts for 0.04% of the portfolio, ranked #394.

Accurate Wealth Management first reported a position in COF in Q4 2022 and has held it in 5 quarters since. The position peaked at $420K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Accurate Wealth Management held 2,005 shares of Capital One worth $404K as of Q2 2026.
Accurate Wealth Management bought 309 Capital One shares in Q2 2026, an estimated $59.1K.
Capital One made up 0.04% of Accurate Wealth Management's portfolio in Q2 2026, its #394 holding.
Accurate Wealth Management first reported a position in Capital One in Q4 2022 and has held it in 5 quarters since.
Accurate Wealth Management's Capital One position peaked at $420K in Q4 2025.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.