AGH Wealth Advisors’s Capital One COF Stock Holding History

AGH Wealth Advisors’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	$243K	Buy	1,259 +32	+3%	+$6.72K	0.14%	112
2026 Q2	$246K	Sell	1,227 -144	-11%	-$27.5K	0.16%	118
2026 Q1	$250K	Sell	1,371 -251	-15%	-$52.5K	0.18%	104
2025 Q4	$393K	Sell	1,622 -163	-9%	-$36.3K	0.3%	66
2025 Q3	$379K	Buy	1,785 +34	+2%	+$7.44K	0.28%	69
2025 Q2	$373K	Buy	1,751 +90	+5%	+$16.8K	0.31%	68
2025 Q1	$298K	Sell	1,661 -245	-13%	-$46.3K	0.29%	83
2024 Q4	$340K	Buy	+1,906	New	+$330K	0.32%	73

Other funds holding COF

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

AGH Wealth Advisors's COF Position: Q3 2026 in Review

AGH Wealth Advisors increased its Capital One (COF) stake by 2.6% in Q3 2026, buying an estimated $6.72K and bringing the position to 1,259 shares worth $243K. The position accounts for 0.14% of the portfolio, ranked #112.

AGH Wealth Advisors first reported a position in COF in Q4 2024 and has held it in 8 quarters since. The position peaked at $393K in Q4 2025. 1,569 funds tracked by Wall St. Rank hold COF as of Q3 2026.

AGH Wealth Advisors held 1,259 shares of Capital One worth $243K as of Q3 2026.
AGH Wealth Advisors bought 32 Capital One shares in Q3 2026, an estimated $6.72K.
Capital One made up 0.14% of AGH Wealth Advisors's portfolio in Q3 2026, its #112 holding.
AGH Wealth Advisors first reported a position in Capital One in Q4 2024 and has held it in 8 quarters since.
AGH Wealth Advisors's Capital One position peaked at $393K in Q4 2025.
1,569 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on AGH Wealth Advisors's 13F filing for Q3 2026, filed 26 Oct 2026.