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Birnam Oak Advisors’s Capital One COF Stock Holding History

Birnam Oak 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 		$769K Hold
3,833
– – 0.12% 33
2026
Q1 		$699K Sell
3,833
-16,000
-81% -$3.35M 0.16% 28
2025
Q4 		$4.81M Hold
19,833
– – 1.08% 21
2025
Q3 		$4.22M Hold
19,833
– – 0.97% 21
2025
Q2 		$4.22M Buy
+19,833
New +$3.7M 1.25% 15

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

Birnam Oak Advisors's COF Position: Q2 2026 in Review

Birnam Oak Advisors held its Capital One (COF) position steady in Q2 2026 at 3,833 shares worth $769K. The position accounts for 0.12% of the portfolio, ranked #33.

Birnam Oak Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.81M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Birnam Oak Advisors held 3,833 shares of Capital One worth $769K as of Q2 2026.
  • Birnam Oak Advisors left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.12% of Birnam Oak Advisors's portfolio in Q2 2026, its #33 holding.
  • Birnam Oak Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Birnam Oak Advisors's Capital One position peaked at $4.81M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Birnam Oak Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.