BBWA
COF icon

Bell & Brown Wealth Advisors’s Capital One COF Stock Holding History

Bell & Brown 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 		$3.39M Sell
16,908
-80
-0.5% -$15.3K 1.03% 37
2026
Q1 		$3.1M Sell
16,988
-92
-0.5% -$19.2K 1.01% 41
2025
Q4 		$4.14M Sell
17,080
-383
-2% -$85.3K 1.33% 31
2025
Q3 		$3.71M Sell
17,463
-40
-0.2% -$8.76K 1.22% 32
2025
Q2 		$3.72M Buy
+17,503
New +$3.27M 1.33% 30

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

Bell & Brown Wealth Advisors's COF Position: Q2 2026 in Review

Bell & Brown Wealth Advisors reduced its Capital One (COF) stake by 0.47% in Q2 2026, selling an estimated $15.3K and leaving 16,908 shares worth $3.39M. The position accounts for 1.03% of the portfolio, ranked #37.

Bell & Brown Wealth Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.14M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Bell & Brown Wealth Advisors held 16,908 shares of Capital One worth $3.39M as of Q2 2026.
  • Bell & Brown Wealth Advisors sold 80 Capital One shares in Q2 2026, an estimated $15.3K.
  • Capital One made up 1.03% of Bell & Brown Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Bell & Brown Wealth Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Bell & Brown Wealth Advisors's Capital One position peaked at $4.14M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.