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Caliber Wealth Management (Kansas)’s Capital One COF Stock Holding History

Caliber Wealth Management (Kansas)’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 		$230K Buy
1,148
+2
+0.2% +$383 0.02% 272
2026
Q1 		$209K Buy
1,146
+23
+2% +$4.81K 0.02% 263
2025
Q4 		$272K Buy
1,123
+148
+15% +$32.9K 0.03% 225
2025
Q3 		$207K Buy
975
+4
+0.4% +$876 0.02% 243
2025
Q2 		$207K Buy
+971
New +$181K 0.02% 271

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

Caliber Wealth Management (Kansas)'s COF Position: Q2 2026 in Review

Caliber Wealth Management (Kansas) increased its Capital One (COF) stake by 0.17% in Q2 2026, buying an estimated $383 and bringing the position to 1,148 shares worth $230K. The position accounts for 0.02% of the portfolio, ranked #272.

Caliber Wealth Management (Kansas) first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $272K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Caliber Wealth Management (Kansas) held 1,148 shares of Capital One worth $230K as of Q2 2026.
  • Caliber Wealth Management (Kansas) bought 2 Capital One shares in Q2 2026, an estimated $383.
  • Capital One made up 0.02% of Caliber Wealth Management (Kansas)'s portfolio in Q2 2026, its #272 holding.
  • Caliber Wealth Management (Kansas) first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Caliber Wealth Management (Kansas)'s Capital One position peaked at $272K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q2 2026, filed 22 Jul 2026.