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Aprio Wealth Management’s Capital One COF Stock Holding History

Aprio Wealth Management’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 		$1.01M Buy
5,029
+109
+2% +$20.9K 0.05% 233
2026
Q1 		$898K Sell
4,920
-1,593
-24% -$333K 0.05% 231
2025
Q4 		$1.58M Buy
6,513
+2,739
+73% +$610K 0.09% 144
2025
Q3 		$802K Buy
3,774
+253
+7% +$55.4K 0.08% 148
2025
Q2 		$749K Buy
+3,521
New +$657K 0.08% 135

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

Aprio Wealth Management's COF Position: Q2 2026 in Review

Aprio Wealth Management increased its Capital One (COF) stake by 2.2% in Q2 2026, buying an estimated $20.9K and bringing the position to 5,029 shares worth $1.01M. The position accounts for 0.05% of the portfolio, ranked #233.

Aprio Wealth Management first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.58M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Aprio Wealth Management held 5,029 shares of Capital One worth $1.01M as of Q2 2026.
  • Aprio Wealth Management bought 109 Capital One shares in Q2 2026, an estimated $20.9K.
  • Capital One made up 0.05% of Aprio Wealth Management's portfolio in Q2 2026, its #233 holding.
  • Aprio Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Aprio Wealth Management's Capital One position peaked at $1.58M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.