BFA
COF icon

Beacon Financial Advisory’s Capital One COF Stock Holding History

Beacon Financial Advisory’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 		$261K Buy
1,303
+35
+3% +$6.7K 0.05% 361
2026
Q1 		$231K Buy
1,268
+39
+3% +$8.16K 0.05% 365
2025
Q4 		$298K Sell
1,229
-208
-14% -$46.3K 0.07% 295
2025
Q3 		$306K Buy
1,437
+36
+3% +$7.88K 0.07% 293
2025
Q2 		$298K Buy
+1,401
New +$261K 0.08% 271

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

Beacon Financial Advisory's COF Position: Q2 2026 in Review

Beacon Financial Advisory increased its Capital One (COF) stake by 2.8% in Q2 2026, buying an estimated $6.7K and bringing the position to 1,303 shares worth $261K. The position accounts for 0.05% of the portfolio, ranked #361.

Beacon Financial Advisory first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $306K in Q3 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Beacon Financial Advisory held 1,303 shares of Capital One worth $261K as of Q2 2026.
  • Beacon Financial Advisory bought 35 Capital One shares in Q2 2026, an estimated $6.7K.
  • Capital One made up 0.05% of Beacon Financial Advisory's portfolio in Q2 2026, its #361 holding.
  • Beacon Financial Advisory first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Beacon Financial Advisory's Capital One position peaked at $306K in Q3 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.