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Catalyst Financial Partners’s Capital One COF Stock Holding History

Catalyst Financial 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 		$846K Buy
4,215
+286
+7% +$54.7K 0.08% 144
2026
Q1 		$717K Buy
3,929
+275
+8% +$57.5K 0.08% 150
2025
Q4 		$886K Buy
3,654
+19
+0.5% +$4.23K 0.1% 114
2025
Q3 		$773K Buy
3,635
+82
+2% +$18K 0.09% 116
2025
Q2 		$756K Buy
3,553
+2,032
+134% +$379K 0.08% 112
2025
Q1 		$273K Buy
1,521
+93
+7% +$17.6K 0.05% 231
2024
Q4 		$255K Buy
1,428
+54
+4% +$9.35K 0.05% 232
2024
Q3 		$206K Buy
+1,374
New +$196K 0.04% 263

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

Catalyst Financial Partners's COF Position: Q2 2026 in Review

Catalyst Financial Partners increased its Capital One (COF) stake by 7.3% in Q2 2026, buying an estimated $54.7K and bringing the position to 4,215 shares worth $846K. The position accounts for 0.08% of the portfolio, ranked #144.

Catalyst Financial Partners first reported a position in COF in Q3 2024 and has held it in 8 quarters since. The position peaked at $886K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Catalyst Financial Partners held 4,215 shares of Capital One worth $846K as of Q2 2026.
  • Catalyst Financial Partners bought 286 Capital One shares in Q2 2026, an estimated $54.7K.
  • Capital One made up 0.08% of Catalyst Financial Partners's portfolio in Q2 2026, its #144 holding.
  • Catalyst Financial Partners first reported a position in Capital One in Q3 2024 and has held it in 8 quarters since.
  • Catalyst Financial Partners's Capital One position peaked at $886K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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