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Beacon Investment Advisors’s Capital One COF Stock Holding History

Beacon Investment 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 		$2.02M Buy
10,087
+9
+0.1% +$1.72K 0.64% 38
2026
Q1 		$1.84M Buy
+10,078
New +$2.11M 0.69% 39

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 Investment Advisors's COF Position: Q2 2026 in Review

Beacon Investment Advisors increased its Capital One (COF) stake by 0.09% in Q2 2026, buying an estimated $1.72K and bringing the position to 10,087 shares worth $2.02M. The position accounts for 0.64% of the portfolio, ranked #38.

Beacon Investment Advisors first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 2,123 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Beacon Investment Advisors held 10,087 shares of Capital One worth $2.02M as of Q2 2026.
  • Beacon Investment Advisors bought 9 Capital One shares in Q2 2026, an estimated $1.72K.
  • Capital One made up 0.64% of Beacon Investment Advisors's portfolio in Q2 2026, its #38 holding.
  • Beacon Investment Advisors first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
  • 2,123 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Beacon Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.