BFG
COF icon

Berger Financial Group’s Capital One COF Stock Holding History

Berger 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 		$255K Sell
1,270
-15
-1% -$2.87K 0.01% 410
2026
Q1 		$234K Sell
1,285
-230
-15% -$48.1K 0.01% 419
2025
Q4 		$367K Buy
1,515
+4
+0.3% +$890 0.02% 333
2025
Q3 		$321K Sell
1,511
-3
-0.2% -$657 0.02% 343
2025
Q2 		$322K Buy
+1,514
New +$283K 0.02% 324

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

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

Berger Financial Group reduced its Capital One (COF) stake by 1.2% in Q2 2026, selling an estimated $2.87K and leaving 1,270 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #410.

Berger Financial Group first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $367K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Berger Financial Group held 1,270 shares of Capital One worth $255K as of Q2 2026.
  • Berger Financial Group sold 15 Capital One shares in Q2 2026, an estimated $2.87K.
  • Capital One made up 0.01% of Berger Financial Group's portfolio in Q2 2026, its #410 holding.
  • Berger Financial Group first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Berger Financial Group's Capital One position peaked at $367K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.