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Atria Wealth Solutions’s Capital One COF Stock Holding History

Atria Wealth Solutions’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
2023
Q4 		– Sell
-14,000
Closed -$1.36M – 1946
2023
Q3 		$1.36M Buy
+14,000
New +$1.5M 0.02% 694

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Atria Wealth Solutions's COF Position: Q2 2025 in Review

Atria Wealth Solutions increased its Capital One (COF) stake by 16% in Q2 2025, buying an estimated $336K and bringing the position to 13,319 shares worth $2.84M. The position accounts for 0.06% of the portfolio, ranked #332.

Atria Wealth Solutions first reported a position in COF in Q1 2022 and has held it in 14 quarters since. 1,959 funds tracked by Wall St. Rank hold COF as of Q2 2025.

  • Atria Wealth Solutions held 13,319 shares of Capital One worth $2.84M as of Q2 2025.
  • Atria Wealth Solutions bought 1,803 Capital One shares in Q2 2025, an estimated $336K.
  • Capital One made up 0.06% of Atria Wealth Solutions's portfolio in Q2 2025, its #332 holding.
  • Atria Wealth Solutions first reported a position in Capital One in Q1 2022 and has held it in 14 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Capital One as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.