AO
COF icon

Advisor OS’s Capital One COF Stock Holding History

Advisor OS’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 		$726K Sell
3,617
-188
-5% -$36K 0.05% 245
2026
Q1 		$694K Buy
3,805
+545
+17% +$114K 0.05% 237
2025
Q4 		$790K Buy
3,260
+39
+1% +$8.68K 0.06% 200
2025
Q3 		$685K Buy
3,221
+1,247
+63% +$273K 0.06% 208
2025
Q2 		$420K Buy
+1,974
New +$368K 0.04% 283

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

Advisor OS's COF Position: Q2 2026 in Review

Advisor OS reduced its Capital One (COF) stake by 4.9% in Q2 2026, selling an estimated $36K and leaving 3,617 shares worth $726K. The position accounts for 0.05% of the portfolio, ranked #245.

Advisor OS first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $790K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Advisor OS held 3,617 shares of Capital One worth $726K as of Q2 2026.
  • Advisor OS sold 188 Capital One shares in Q2 2026, an estimated $36K.
  • Capital One made up 0.05% of Advisor OS's portfolio in Q2 2026, its #245 holding.
  • Advisor OS first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Advisor OS's Capital One position peaked at $790K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Advisor OS's 13F filing for Q2 2026, filed 5 Aug 2026.