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Chico Wealth RIA’s Capital One COF Stock Holding History

Chico Wealth RIA’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 		$213K Buy
+1,060
New +$203K 0.11% 45
2026
Q1 		– Sell
-1,062
Closed -$257K – 38
2025
Q4 		$257K Buy
1,062
+25
+2% +$5.57K 0.17% 30
2025
Q3 		$220K Sell
1,037
-9
-0.9% -$1.97K 0.15% 32
2025
Q2 		$223K Buy
+1,046
New +$195K 0.18% 29

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

Chico Wealth RIA's COF Position: Q2 2026 in Review

Chico Wealth RIA opened a new position in Capital One (COF) in Q2 2026: 1,060 shares worth $213K. The stake represents 0.11% of the portfolio and ranks #45 among its holdings. This is a return to the name: Chico Wealth RIA previously reported a position in COF as recently as Q4 2025.

Chico Wealth RIA first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Chico Wealth RIA held 1,060 shares of Capital One worth $213K as of Q2 2026.
  • Capital One was a new Chico Wealth RIA position in Q2 2026.
  • Capital One made up 0.11% of Chico Wealth RIA's portfolio in Q2 2026, its #45 holding.
  • Chico Wealth RIA first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Chico Wealth RIA's Capital One position peaked at $257K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Chico Wealth RIA's 13F filing for Q2 2026, filed 13 Aug 2026.