BRWA
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B. Riley Wealth Advisors’s Capital One COF Stock Holding History

B. Riley Wealth 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 		$7.9M Buy
39,041
+2,596
+7% +$497K 0.42% 50
2026
Q1 		$6.49M Buy
36,445
+6,074
+20% +$1.27M 0.41% 56
2025
Q4 		$7.36M Sell
30,371
-6,314
-17% -$1.41M 0.34% 60
2025
Q3 		$7.8M Buy
36,685
+13,539
+58% +$2.96M 0.36% 50
2025
Q2 		$4.92M Buy
+23,146
New +$4.32M 0.23% 95
2024
Q4 		$539K Sell
3,023
-684
-18% -$118K 0.02% 671
2024
Q3 		$552K Sell
3,707
-403
-10% -$57.4K 0.02% 710
2024
Q2 		$569K Sell
4,110
-2,043
-33% -$287K 0.01% 758
2024
Q1 		$597K Buy
6,153
+289
+5% +$39.1K 0.02% 714
2023
Q4 		$769K Sell
5,864
-289
-5% -$31.2K 0.02% 616
2023
Q3 		$597K Buy
6,153
+58
+1% +$6.2K 0.02% 714
2023
Q2 		$667K Buy
6,095
+179
+3% +$17.9K 0.02% 736
2023
Q1 		$569K Buy
5,916
+359
+6% +$37.6K 0.02% 750
2022
Q4 		$517K Sell
5,557
-3,176
-36% -$312K 0.01% 778
2022
Q3 		$805K Buy
8,733
+5,094
+140% +$542K 0.02% 573
2022
Q2 		$379K Buy
3,639
+41
+1% +$5.01K 0.02% 772
2022
Q1 		$473K Sell
3,598
-2,679
-43% -$391K 0.02% 779
2021
Q4 		$912K Sell
6,277
-1,157
-16% -$179K 0.03% 561
2021
Q3 		$1.2M Buy
7,434
+1,479
+25% +$241K 0.04% 461
2021
Q2 		$919K Buy
5,955
+3,120
+110% +$471K 0.03% 538
2021
Q1 		$359K Buy
2,835
+63
+2% +$7.42K 0.01% 903
2020
Q4 		$275K Sell
2,772
-2,329
-46% -$198K 0.01% 807
2020
Q3 		$366K Sell
5,101
-891
-15% -$59.6K 0.02% 649
2020
Q2 		$375K Buy
5,992
+790
+15% +$49.2K 0.03% 549
2020
Q1 		$263K Sell
5,202
-94
-2% -$8.27K 0.02% 585
2019
Q4 		$545K Buy
5,296
+1,397
+36% +$135K 0.05% 407
2019
Q3 		$355K Buy
3,899
+95
+2% +$8.54K 0.04% 530
2019
Q2 		$346K Buy
3,804
+76
+2% +$6.8K 0.04% 510
2019
Q1 		$305K Buy
3,728
+21
+0.6% +$1.71K 0.04% 488
2018
Q4 		$281K Buy
3,707
+648
+21% +$56.1K 0.04% 462
2018
Q3 		$291K Buy
3,059
+380
+14% +$37K 0.03% 509
2018
Q2 		$247K Buy
2,679
+15
+0.6% +$1.42K 0.03% 543
2018
Q1 		$256K Buy
2,664
+190
+8% +$18.9K 0.04% 503
2017
Q4 		$247K Buy
+2,474
New +$226K 0.03% 513
2015
Q1 		– Sell
-1,520
Closed -$125 – 827
2014
Q4 		$125 Buy
+1,520
New +$124K ﹤0.01% 1599
2014
Q3 		– Sell
-2,222
Closed -$184K – 870
2014
Q2 		$184K Buy
+2,222
New +$173K 0.04% 480

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

B. Riley Wealth Advisors's COF Position: Q2 2026 in Review

B. Riley Wealth Advisors increased its Capital One (COF) stake by 7.1% in Q2 2026, buying an estimated $497K and bringing the position to 39,041 shares worth $7.9M. The position accounts for 0.42% of the portfolio, ranked #50.

B. Riley Wealth Advisors first reported a position in COF in Q2 2014 and has held it in 36 quarters since. 312 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • B. Riley Wealth Advisors held 39,041 shares of Capital One worth $7.9M as of Q2 2026.
  • B. Riley Wealth Advisors bought 2,596 Capital One shares in Q2 2026, an estimated $497K.
  • Capital One made up 0.42% of B. Riley Wealth Advisors's portfolio in Q2 2026, its #50 holding.
  • B. Riley Wealth Advisors first reported a position in Capital One in Q2 2014 and has held it in 36 quarters since.
  • 312 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on B. Riley Wealth Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.