BWA
COF icon

Basecamp Wealth Advisors’s Capital One COF Stock Holding History

Basecamp 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 		$370K Buy
1,845
+15
+0.8% +$2.87K 0.07% 163
2026
Q1 		$334K Buy
1,830
+85
+5% +$17.8K 0.07% 175
2025
Q4 		$423K Buy
+1,745
New +$388K 0.09% 138

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

Basecamp Wealth Advisors's COF Position: Q2 2026 in Review

Basecamp Wealth Advisors increased its Capital One (COF) stake by 0.82% in Q2 2026, buying an estimated $2.87K and bringing the position to 1,845 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #163.

Basecamp Wealth Advisors first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $423K in Q4 2025. 2,105 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Basecamp Wealth Advisors held 1,845 shares of Capital One worth $370K as of Q2 2026.
  • Basecamp Wealth Advisors bought 15 Capital One shares in Q2 2026, an estimated $2.87K.
  • Capital One made up 0.07% of Basecamp Wealth Advisors's portfolio in Q2 2026, its #163 holding.
  • Basecamp Wealth Advisors first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Basecamp Wealth Advisors's Capital One position peaked at $423K in Q4 2025.
  • 2,105 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Basecamp Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.