CAWM
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Capital A Wealth Management’s Capital One COF Stock Holding History

Capital A 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
2025
Q2 		– Sell
-26
Closed -$4.66K – 513
2025
Q1 		$4.66K Hold
26
– – ﹤0.01% 387
2024
Q4 		$4.64K Buy
+26
New +$4.5K 0.01% 388

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Capital A Wealth Management's COF Position: Q2 2025 in Review

Capital A Wealth Management sold out of Capital One (COF) in Q2 2025, closing a stake of 26 shares — an estimated $4.66K sold.

Capital A Wealth Management first reported a position in COF in Q4 2024 and held it in 2 quarters. The position peaked at $4.66K in Q1 2025. 1,960 funds tracked by Wall St. Rank hold COF as of Q2 2025.

  • Capital A Wealth Management reported no remaining Capital One position as of Q2 2025 after selling out during the quarter.
  • Capital A Wealth Management sold 26 Capital One shares in Q2 2025, an estimated $4.66K.
  • Capital A Wealth Management first reported a position in Capital One in Q4 2024 and held it in 2 quarters.
  • Capital A Wealth Management's Capital One position peaked at $4.66K in Q1 2025.
  • 1,960 funds tracked by Wall St. Rank held Capital One as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.