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Amplius Wealth Advisors’s Capital One COF Stock Holding History

Amplius 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 		$440K Buy
+2,195
New +$420K 0.03% 137
2022
Q1 		– Sell
-75
Closed -$10K – 308
2021
Q4 		$10K Buy
+75
New +$11.6K ﹤0.01% 602

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

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

Amplius Wealth Advisors opened a new position in Capital One (COF) in Q2 2026: 2,195 shares worth $440K. The stake represents 0.03% of the portfolio and ranks #137 among its holdings. This is a return to the name: Amplius Wealth Advisors previously reported a position in COF as recently as Q4 2021.

Amplius Wealth Advisors first reported a position in COF in Q4 2021 and has held it in 2 quarters since. 592 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Amplius Wealth Advisors held 2,195 shares of Capital One worth $440K as of Q2 2026.
  • Capital One was a new Amplius Wealth Advisors position in Q2 2026.
  • Capital One made up 0.03% of Amplius Wealth Advisors's portfolio in Q2 2026, its #137 holding.
  • Amplius Wealth Advisors first reported a position in Capital One in Q4 2021 and has held it in 2 quarters since.
  • 592 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.