Compass Financial Management’s Capital One COF Stock Holding History

Compass Financial 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
2026 Q2	$132K	Buy	+659	New	+$126K	0.02%	502

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

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Compass Financial Management's COF Position: Q2 2026 in Review

Compass Financial Management opened a new position in Capital One (COF) in Q2 2026: 659 shares worth $132K. The stake represents 0.02% of the portfolio and ranks #502 among its holdings.

1,997 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Compass Financial Management held 659 shares of Capital One worth $132K as of Q2 2026.
Capital One was a new Compass Financial Management position in Q2 2026.
Capital One made up 0.02% of Compass Financial Management's portfolio in Q2 2026, its #502 holding.
1,997 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Compass Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.