CFO
COF icon

Callan Family Office’s Capital One COF Stock Holding History

Callan Family Office’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 		$13.3M Sell
66,417
-832
-1% -$159K 0.26% 74
2026
Q1 		$12.3M Sell
67,249
-6,081
-8% -$1.27M 0.28% 69
2025
Q4 		$17.8M Buy
73,330
+7,748
+12% +$1.72M 0.38% 47
2025
Q3 		$13.9M Sell
65,582
-12,716
-16% -$2.78M 0.44% 42
2025
Q2 		$16.7M Buy
78,298
+62,185
+386% +$11.6M 0.53% 32
2025
Q1 		$2.89M Sell
16,113
-7,556
-32% -$1.43M 0.22% 104
2024
Q4 		$4.22M Buy
23,669
+20,469
+640% +$3.54M 0.27% 71
2024
Q3 		$479K Buy
3,200
+890
+39% +$127K 0.08% 106
2024
Q2 		$320K Buy
+2,310
New +$324K 0.06% 114
2024
Q1 		– Sell
-2,147
Closed -$282K – 92
2023
Q4 		$282K Buy
2,147
+21
+1% +$2.27K 0.07% 81
2023
Q3 		$206K Hold
2,126
– – 0.05% 85
2023
Q2 		$233K Sell
2,126
-13,824
-87% -$1.38M 0.06% 96
2023
Q1 		$1.53M Buy
+15,950
New +$1.67M 0.37% 38

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

Callan Family Office's COF Position: Q2 2026 in Review

Callan Family Office reduced its Capital One (COF) stake by 1.2% in Q2 2026, selling an estimated $159K and leaving 66,417 shares worth $13.3M. The position accounts for 0.26% of the portfolio, ranked #74.

Callan Family Office first reported a position in COF in Q1 2023 and has held it in 13 quarters since. The position peaked at $17.8M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Callan Family Office held 66,417 shares of Capital One worth $13.3M as of Q2 2026.
  • Callan Family Office sold 832 Capital One shares in Q2 2026, an estimated $159K.
  • Capital One made up 0.26% of Callan Family Office's portfolio in Q2 2026, its #74 holding.
  • Callan Family Office first reported a position in Capital One in Q1 2023 and has held it in 13 quarters since.
  • Callan Family Office's Capital One position peaked at $17.8M in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Callan Family Office's 13F filing for Q2 2026, filed 11 Aug 2026.