Avestar Capital’s Capital One COF Stock Holding History

Avestar Capital’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 Q1	–	Sell	-300	Closed	-$27.9K	–	328
2022 Q4	$27.9K	Hold	300	–	–	0.01%	302
2022 Q3	$28K	Sell	300 -700	-70%	-$74.5K	0.01%	273
2022 Q2	$104K	Sell	1,000 -3,500	-78%	-$428K	0.03%	274
2022 Q1	$591K	Sell	4,500 -3,000	-40%	-$437K	0.09%	202
2021 Q4	$1.09M	Buy	+7,500	New	+$1.16M	0.13%	151

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Avestar Capital's COF Position: Q2 2026 in Review

Avestar Capital increased its Capital One (COF) stake by 2.1% in Q2 2026, buying an estimated $37.9K and bringing the position to 9,455 shares worth $1.9M. The position accounts for 0.11% of the portfolio, ranked #146.

Avestar Capital first reported a position in COF in Q4 2017 and has held it in 30 quarters since. The position peaked at $2.31M in Q4 2025. 2,122 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Avestar Capital held 9,455 shares of Capital One worth $1.9M as of Q2 2026.
Avestar Capital bought 198 Capital One shares in Q2 2026, an estimated $37.9K.
Capital One made up 0.11% of Avestar Capital's portfolio in Q2 2026, its #146 holding.
Avestar Capital first reported a position in Capital One in Q4 2017 and has held it in 30 quarters since.
Avestar Capital's Capital One position peaked at $2.31M in Q4 2025.
2,122 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Avestar Capital's 13F filing for Q2 2026, filed 29 Jul 2026.