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AssuredPartners Investment Advisors’s Capital One COF Stock Holding History

AssuredPartners Investment 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 		$369K Sell
1,838
-348
-16% -$66.6K 0.04% 309
2026
Q1 		$403K Sell
2,186
-12
-0.5% -$2.51K 0.04% 288
2025
Q4 		$533K Buy
2,198
+2
+0.1% +$445 0.08% 201
2025
Q3 		$467K Buy
2,196
+5
+0.2% +$1.09K 0.1% 139
2025
Q2 		$466K Buy
+2,191
New +$409K 0.11% 141

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 $3.38T AUM 44.17% 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

AssuredPartners Investment Advisors's COF Position: Q2 2026 in Review

AssuredPartners Investment Advisors reduced its Capital One (COF) stake by 16% in Q2 2026, selling an estimated $66.6K and leaving 1,838 shares worth $369K. The position accounts for 0.04% of the portfolio, ranked #309.

AssuredPartners Investment Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $533K in Q4 2025. 2,130 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • AssuredPartners Investment Advisors held 1,838 shares of Capital One worth $369K as of Q2 2026.
  • AssuredPartners Investment Advisors sold 348 Capital One shares in Q2 2026, an estimated $66.6K.
  • Capital One made up 0.04% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #309 holding.
  • AssuredPartners Investment Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • AssuredPartners Investment Advisors's Capital One position peaked at $533K in Q4 2025.
  • 2,130 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.