BFG
COF icon

Beacon Financial Group’s Capital One COF Stock Holding History

Beacon Financial Group’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 		$217K Buy
+1,082
New +$207K 0.02% 360
2026
Q1 		– Sell
-983
Closed -$238K – 354
2025
Q4 		$238K Buy
+983
New +$219K 0.02% 314

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

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

Beacon Financial Group opened a new position in Capital One (COF) in Q2 2026: 1,082 shares worth $217K. The stake represents 0.02% of the portfolio and ranks #360 among its holdings. This is a return to the name: Beacon Financial Group previously reported a position in COF as recently as Q4 2025.

Beacon Financial Group first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $238K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Beacon Financial Group held 1,082 shares of Capital One worth $217K as of Q2 2026.
  • Capital One was a new Beacon Financial Group position in Q2 2026.
  • Capital One made up 0.02% of Beacon Financial Group's portfolio in Q2 2026, its #360 holding.
  • Beacon Financial Group first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • Beacon Financial Group's Capital One position peaked at $238K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.