Beaird Harris Wealth Management’s Capital One COF Stock Holding History

Beaird Harris 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	$12.8K	Hold	64	–	–	﹤0.01%	372
2026 Q1	$11.6K	Sell	64 -6	-9%	-$1.25K	﹤0.01%	354
2025 Q4	$16.9K	Sell	70 -200	-74%	-$44.5K	﹤0.01%	354
2025 Q3	$57.3K	Buy	270 +210	+350%	+$46K	﹤0.01%	236
2025 Q2	$12.7K	Buy	60 +34	+131%	+$6.34K	﹤0.01%	362
2025 Q1	$4.61K	Buy	26 +14	+117%	+$2.65K	﹤0.01%	389
2024 Q4	$2.14K	Hold	12	–	–	﹤0.01%	430
2024 Q3	$1.8K	Hold	12	–	–	﹤0.01%	450
2024 Q2	$1.66K	Hold	12	–	–	﹤0.01%	555
2024 Q1	$1.79K	Hold	12	–	–	﹤0.01%	483
2023 Q4	$1.57K	Buy	+12	New	+$1.29K	﹤0.01%	490
2022 Q4	–	Sell	-62	Closed	-$6K	–	746
2022 Q3	$6K	Hold	62	–	–	﹤0.01%	323
2022 Q2	$6K	Sell	62 -27	-30%	-$3.3K	﹤0.01%	287
2022 Q1	$12K	Buy	89 +27	+44%	+$3.94K	﹤0.01%	303
2021 Q4	$9K	Buy	+62	New	+$9.58K	﹤0.01%	410

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

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

Beaird Harris Wealth Management's COF Position: Q2 2026 in Review

Beaird Harris Wealth Management held its Capital One (COF) position steady in Q2 2026 at 64 shares worth $12.8K. The position accounts for ﹤0.01% of the portfolio, ranked #372.

Beaird Harris Wealth Management first reported a position in COF in Q4 2021 and has held it in 15 quarters since. The position peaked at $57.3K in Q3 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Beaird Harris Wealth Management held 64 shares of Capital One worth $12.8K as of Q2 2026.
Beaird Harris Wealth Management left its Capital One share count unchanged in Q2 2026.
Capital One made up ﹤0.01% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #372 holding.
Beaird Harris Wealth Management first reported a position in Capital One in Q4 2021 and has held it in 15 quarters since.
Beaird Harris Wealth Management's Capital One position peaked at $57.3K in Q3 2025.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.