Allied Private Wealth’s Capital One COF Stock Holding History

Allied Private Wealth’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	$357K	Buy	+1,861	New	+$356K	0.23%	80

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Allied Private Wealth's COF Position: Q2 2026 in Review

Allied Private Wealth opened a new position in Capital One (COF) in Q2 2026: 1,861 shares worth $357K. The stake represents 0.23% of the portfolio and ranks #80 among its holdings.

2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Allied Private Wealth held 1,861 shares of Capital One worth $357K as of Q2 2026.
Capital One was a new Allied Private Wealth position in Q2 2026.
Capital One made up 0.23% of Allied Private Wealth's portfolio in Q2 2026, its #80 holding.
2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Allied Private Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.