AWE
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Avidian Wealth Enterprises’s Capital One COF Stock Holding History

Avidian Wealth Enterprises’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 		$1.9M Buy
9,487
+488
+5% +$93.4K 0.05% 222
2026
Q1 		$1.64M Buy
8,999
+5,647
+168% +$1.18M 0.05% 225
2025
Q4 		$812K Buy
3,352
+486
+17% +$108K 0.03% 265
2025
Q3 		$609K Buy
2,866
+137
+5% +$30K 0.02% 329
2025
Q2 		$581K Buy
+2,729
New +$509K 0.02% 300

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

Avidian Wealth Enterprises's COF Position: Q2 2026 in Review

Avidian Wealth Enterprises increased its Capital One (COF) stake by 5.4% in Q2 2026, buying an estimated $93.4K and bringing the position to 9,487 shares worth $1.9M. The position accounts for 0.05% of the portfolio, ranked #222.

Avidian Wealth Enterprises first reported a position in COF in Q2 2025 and has held it in 5 quarters since. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Avidian Wealth Enterprises held 9,487 shares of Capital One worth $1.9M as of Q2 2026.
  • Avidian Wealth Enterprises bought 488 Capital One shares in Q2 2026, an estimated $93.4K.
  • Capital One made up 0.05% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #222 holding.
  • Avidian Wealth Enterprises first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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