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Alvarez & Marsal Private Wealth Partners’s Capital One COF Stock Holding History

Alvarez & Marsal Private Wealth Partners’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 		$204K Sell
1,019
-1,399
-58% -$268K 0.03% 105
2026
Q1 		$441K Buy
2,418
+498
+26% +$104K 0.06% 82
2025
Q4 		$465K Buy
+1,920
New +$427K 0.09% 47

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

Alvarez & Marsal Private Wealth Partners's COF Position: Q2 2026 in Review

Alvarez & Marsal Private Wealth Partners reduced its Capital One (COF) stake by 58% in Q2 2026, selling an estimated $268K and leaving 1,019 shares worth $204K. The position accounts for 0.03% of the portfolio, ranked #105.

Alvarez & Marsal Private Wealth Partners first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $465K in Q4 2025. 2,113 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Alvarez & Marsal Private Wealth Partners held 1,019 shares of Capital One worth $204K as of Q2 2026.
  • Alvarez & Marsal Private Wealth Partners sold 1,399 Capital One shares in Q2 2026, an estimated $268K.
  • Capital One made up 0.03% of Alvarez & Marsal Private Wealth Partners's portfolio in Q2 2026, its #105 holding.
  • Alvarez & Marsal Private Wealth Partners first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Alvarez & Marsal Private Wealth Partners's Capital One position peaked at $465K in Q4 2025.
  • 2,113 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Alvarez & Marsal Private Wealth Partners's 13F filing for Q2 2026, filed 14 Aug 2026.