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Advyzon Investment Management’s Capital One COF Stock Holding History

Advyzon Investment 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 		$1.04M Buy
5,201
+633
+14% +$121K 0.08% 250
2026
Q1 		$833K Buy
4,568
+1,114
+32% +$233K 0.07% 264
2025
Q4 		$837K Buy
3,454
+1,734
+101% +$386K 0.1% 206
2025
Q3 		$366K Buy
+1,720
New +$377K 0.06% 282

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

Advyzon Investment Management's COF Position: Q2 2026 in Review

Advyzon Investment Management increased its Capital One (COF) stake by 14% in Q2 2026, buying an estimated $121K and bringing the position to 5,201 shares worth $1.04M. The position accounts for 0.08% of the portfolio, ranked #250.

Advyzon Investment Management first reported a position in COF in Q3 2025 and has held it in 4 quarters since. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Advyzon Investment Management held 5,201 shares of Capital One worth $1.04M as of Q2 2026.
  • Advyzon Investment Management bought 633 Capital One shares in Q2 2026, an estimated $121K.
  • Capital One made up 0.08% of Advyzon Investment Management's portfolio in Q2 2026, its #250 holding.
  • Advyzon Investment Management first reported a position in Capital One in Q3 2025 and has held it in 4 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.