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Birchwood Financial Partners’s Capital One COF Stock Holding History

Birchwood Financial Partners’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 		$66.2K Hold
330
– – 0.05% 151
2026
Q1 		$60.2K Hold
330
– – 0.06% 147
2025
Q4 		$80K Buy
+330
New +$73.5K 0.08% 129

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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

Birchwood Financial Partners's COF Position: Q2 2026 in Review

Birchwood Financial Partners held its Capital One (COF) position steady in Q2 2026 at 330 shares worth $66.2K. The position accounts for 0.05% of the portfolio, ranked #151.

Birchwood Financial Partners first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $80K in Q4 2025. 2,113 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Birchwood Financial Partners held 330 shares of Capital One worth $66.2K as of Q2 2026.
  • Birchwood Financial Partners left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.05% of Birchwood Financial Partners's portfolio in Q2 2026, its #151 holding.
  • Birchwood Financial Partners first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Birchwood Financial Partners's Capital One position peaked at $80K in Q4 2025.
  • 2,113 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Birchwood Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.