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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
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

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

AGH Wealth Advisors's COF Position: Q2 2026 in Review

AGH Wealth Advisors reduced its Capital One (COF) stake by 11% in Q2 2026, selling an estimated $27.5K and leaving 1,227 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #118.

AGH Wealth Advisors first reported a position in COF in Q4 2024 and has held it in 7 quarters since. The position peaked at $393K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • AGH Wealth Advisors held 1,227 shares of Capital One worth $246K as of Q2 2026.
  • AGH Wealth Advisors sold 144 Capital One shares in Q2 2026, an estimated $27.5K.
  • Capital One made up 0.16% of AGH Wealth Advisors's portfolio in Q2 2026, its #118 holding.
  • AGH Wealth Advisors first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
  • AGH Wealth Advisors's Capital One position peaked at $393K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on AGH Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.