Carmel Capital Partners’s Capital One COF Stock Holding History

Carmel Capital Partners’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	$1.74M	Sell	8,687 -3,415	-28%	-$653K	0.57%	47
2026 Q1	$2.21M	Buy	12,102 +80	+0.7%	+$16.7K	0.8%	45
2025 Q4	$2.91M	Buy	12,022 +4,789	+66%	+$1.07M	1.02%	29
2025 Q3	$1.54M	Sell	7,233 -2,139	-23%	-$468K	0.65%	39
2025 Q2	$1.99M	Buy	+9,372	New	+$1.75M	0.7%	40
2023 Q4	–	Sell	-28	Closed	-$2.72K	–	253
2023 Q3	$2.72K	Buy	+28	New	+$2.99K	﹤0.01%	604
2023 Q2	–	Sell	-152	Closed	-$14.6K	–	439
2023 Q1	$14.6K	Buy	+152	New	+$15.9K	0.01%	305

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Carmel Capital Partners's COF Position: Q2 2026 in Review

Carmel Capital Partners reduced its Capital One (COF) stake by 28% in Q2 2026, selling an estimated $653K and leaving 8,687 shares worth $1.74M. The position accounts for 0.57% of the portfolio, ranked #47.

Carmel Capital Partners first reported a position in COF in Q1 2023 and has held it in 7 quarters since. The position peaked at $2.91M in Q4 2025. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Carmel Capital Partners held 8,687 shares of Capital One worth $1.74M as of Q2 2026.
Carmel Capital Partners sold 3,415 Capital One shares in Q2 2026, an estimated $653K.
Capital One made up 0.57% of Carmel Capital Partners's portfolio in Q2 2026, its #47 holding.
Carmel Capital Partners first reported a position in Capital One in Q1 2023 and has held it in 7 quarters since.
Carmel Capital Partners's Capital One position peaked at $2.91M in Q4 2025.
2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Carmel Capital Partners's 13F filing for Q2 2026, filed 30 Jul 2026.