AWM
COF icon

Athena Wealth Management’s Capital One COF Stock Holding History

Athena 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 		$1.16M Buy
5,771
+315
+6% +$60.3K 0.86% 27
2026
Q1 		$995K Buy
5,456
+1,968
+56% +$412K 0.81% 37
2025
Q4 		$845K Buy
+3,488
New +$776K 0.82% 21

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

Athena Wealth Management increased its Capital One (COF) stake by 5.8% in Q2 2026, buying an estimated $60.3K and bringing the position to 5,771 shares worth $1.16M. The position accounts for 0.86% of the portfolio, ranked #27.

Athena Wealth Management first reported a position in COF in Q4 2025 and has held it in 3 quarters since. 459 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Athena Wealth Management held 5,771 shares of Capital One worth $1.16M as of Q2 2026.
  • Athena Wealth Management bought 315 Capital One shares in Q2 2026, an estimated $60.3K.
  • Capital One made up 0.86% of Athena Wealth Management's portfolio in Q2 2026, its #27 holding.
  • Athena Wealth Management first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • 459 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Athena Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.