Belpointe Asset Management’s Capital One COF Stock Holding History

Belpointe Asset 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	$852K	Buy	4,245 +1,633	+63%	+$312K	0.03%	548
2026 Q1	$477K	Sell	2,612 -1,530	-37%	-$320K	0.02%	703
2025 Q4	$1M	Sell	4,142 -1,440	-26%	-$321K	0.04%	432
2025 Q3	$1.19M	Buy	5,582 +1,089	+24%	+$238K	0.05%	354
2025 Q2	$956K	Buy	+4,493	New	+$838K	0.04%	371
2024 Q1	–	Sell	-1,993	Closed	-$261K	–	793
2023 Q4	$261K	Buy	+1,993	New	+$215K	0.02%	577
2023 Q2	–	Sell	-1,375	Closed	-$132K	–	1106
2023 Q1	$132K	Buy	1,375 +544	+65%	+$56.9K	0.01%	1156
2022 Q4	$77.3K	Sell	831 -596	-42%	-$58.6K	﹤0.01%	1380
2022 Q3	$132K	Buy	1,427 +146	+11%	+$15.5K	0.01%	1016
2022 Q2	$133K	Sell	1,281 -103	-7%	-$12.6K	0.01%	992
2022 Q1	$181K	Buy	+1,384	New	+$202K	0.01%	955
2021 Q4	–	Sell	-659	Closed	-$107K	–	1207
2021 Q3	$107K	Sell	659 -3,874	-85%	-$632K	0.01%	1126
2021 Q2	$701K	Buy	+4,533	New	+$684K	0.05%	392
2019 Q2	–	Sell	-1,399	Closed	-$114K	–	618
2019 Q1	$114K	Buy	+1,399	New	+$114K	0.02%	418

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Belpointe Asset Management's COF Position: Q2 2026 in Review

Belpointe Asset Management increased its Capital One (COF) stake by 63% in Q2 2026, buying an estimated $312K and bringing the position to 4,245 shares worth $852K. The position accounts for 0.03% of the portfolio, ranked #548.

Belpointe Asset Management first reported a position in COF in Q1 2019 and has held it in 14 quarters since. The position peaked at $1.19M in Q3 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Belpointe Asset Management held 4,245 shares of Capital One worth $852K as of Q2 2026.
Belpointe Asset Management bought 1,633 Capital One shares in Q2 2026, an estimated $312K.
Capital One made up 0.03% of Belpointe Asset Management's portfolio in Q2 2026, its #548 holding.
Belpointe Asset Management first reported a position in Capital One in Q1 2019 and has held it in 14 quarters since.
Belpointe Asset Management's Capital One position peaked at $1.19M in Q3 2025.
2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.