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Baker Tilly Wealth Management’s Capital One COF Stock Holding History

Baker Tilly 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 		$1.17M Buy
5,853
+184
+3% +$35.2K 0.25% 74
2026
Q1 		$1.03M Buy
5,669
+919
+19% +$192K 0.25% 78
2025
Q4 		$1.15M Buy
4,750
+23
+0.5% +$5.12K 0.28% 63
2025
Q3 		$1M Buy
4,727
+1,283
+37% +$281K 0.23% 87
2025
Q2 		$733K Sell
3,444
-1,467
-30% -$274K 0.26% 86
2025
Q1 		$881K Buy
4,911
+87
+2% +$16.4K 0.35% 71
2024
Q4 		$860K Buy
4,824
+500
+12% +$86.6K 0.34% 67
2024
Q3 		$647K Buy
4,324
+1,289
+42% +$184K 0.29% 87
2024
Q2 		$420K Sell
3,035
-868
-22% -$122K 0.17% 144
2024
Q1 		$581K Buy
3,903
+23
+0.6% +$3.12K 0.11% 217
2023
Q4 		$509K Sell
3,880
-1,133
-23% -$122K 0.08% 274
2023
Q3 		$487K Sell
5,013
-10,919
-69% -$1.17M 0.08% 267
2023
Q2 		$1.74M Buy
15,932
+4,259
+36% +$426K 0.18% 121
2023
Q1 		$1.12M Buy
11,673
+4,974
+74% +$521K 0.13% 180
2022
Q4 		$623K Buy
6,699
+125
+2% +$12.3K 0.08% 273
2022
Q3 		$606K Buy
6,574
+27
+0.4% +$2.88K 0.08% 256
2022
Q2 		$682K Buy
6,547
+37
+0.6% +$4.52K 0.09% 242
2022
Q1 		$855K Buy
6,510
+68
+1% +$9.91K 0.09% 224
2021
Q4 		$935K Buy
6,442
+49
+0.8% +$7.57K 0.1% 217
2021
Q3 		$1.03M Sell
6,393
-45
-0.7% -$7.34K 0.14% 157
2021
Q2 		$996K Sell
6,438
-142
-2% -$21.4K 0.16% 145
2021
Q1 		$837K Buy
+6,580
New +$775K 0.17% 148

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
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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Baker Tilly Wealth Management's COF Position: Q2 2026 in Review

Baker Tilly Wealth Management increased its Capital One (COF) stake by 3.2% in Q2 2026, buying an estimated $35.2K and bringing the position to 5,853 shares worth $1.17M. The position accounts for 0.25% of the portfolio, ranked #74.

Baker Tilly Wealth Management first reported a position in COF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.74M in Q2 2023. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Baker Tilly Wealth Management held 5,853 shares of Capital One worth $1.17M as of Q2 2026.
  • Baker Tilly Wealth Management bought 184 Capital One shares in Q2 2026, an estimated $35.2K.
  • Capital One made up 0.25% of Baker Tilly Wealth Management's portfolio in Q2 2026, its #74 holding.
  • Baker Tilly Wealth Management first reported a position in Capital One in Q1 2021 and has held it in 22 quarters since.
  • Baker Tilly Wealth Management's Capital One position peaked at $1.74M in Q2 2023.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Baker Tilly Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.