Betterment LLC’s Capital One COF Stock Holding History

Betterment LLC’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	$343K	Sell	1,710 -10	-0.6%	-$1.91K	﹤0.01%	557
2026 Q1	$314K	Buy	+1,720	New	+$360K	﹤0.01%	528

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 $3.38T AUM 44.17% 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

Betterment LLC's COF Position: Q2 2026 in Review

Betterment LLC reduced its Capital One (COF) stake by 0.58% in Q2 2026, selling an estimated $1.91K and leaving 1,710 shares worth $343K. The position accounts for ﹤0.01% of the portfolio, ranked #557.

Betterment LLC first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Betterment LLC held 1,710 shares of Capital One worth $343K as of Q2 2026.
Betterment LLC sold 10 Capital One shares in Q2 2026, an estimated $1.91K.
Capital One made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #557 holding.
Betterment LLC first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.