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Bullock Wealth Management’s Capital One COF Stock Holding History

Bullock Wealth 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 		$6.76K Hold
33
– – ﹤0.01% 477
2026
Q1 		$6.09K Hold
33
– – ﹤0.01% 478
2025
Q4 		$8K Hold
33
– – ﹤0.01% 430
2025
Q3 		$7.04K Hold
33
– – ﹤0.01% 460
2025
Q2 		$7.1K Hold
33
– – ﹤0.01% 435
2025
Q1 		$5.88K Hold
33
– – ﹤0.01% 439
2024
Q4 		$5.88K Hold
33
– – ﹤0.01% 440
2024
Q3 		$4.84K Hold
33
– – ﹤0.01% 435
2024
Q2 		$4.61K Hold
33
– – ﹤0.01% 418
2024
Q1 		$4.79K Buy
+33
New +$4.47K ﹤0.01% 424

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 $3.38T AUM 44.17% 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

Bullock Wealth Management's COF Position: Q2 2026 in Review

Bullock Wealth Management held its Capital One (COF) position steady in Q2 2026 at 33 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #477.

Bullock Wealth Management first reported a position in COF in Q1 2024 and has held it in 10 quarters since. The position peaked at $8K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Bullock Wealth Management held 33 shares of Capital One worth $6.76K as of Q2 2026.
  • Bullock Wealth Management left its Capital One share count unchanged in Q2 2026.
  • Capital One made up ﹤0.01% of Bullock Wealth Management's portfolio in Q2 2026, its #477 holding.
  • Bullock Wealth Management first reported a position in Capital One in Q1 2024 and has held it in 10 quarters since.
  • Bullock Wealth Management's Capital One position peaked at $8K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.