CWM
COF icon

Congress Wealth Management’s Capital One COF Stock Holding History

Congress 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 		$8.12M Buy
38,184
+5,861
+18% +$1.09M 0.08% 288
2025
Q1 		$5.8M Buy
32,323
+2,062
+7% +$390K 0.07% 307
2024
Q4 		$5.4M Sell
30,261
-5,513
-15% -$954K 0.07% 277
2024
Q3 		$5.36M Buy
+35,774
New +$5.09M 0.07% 285

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 $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Congress Wealth Management's COF Position: Q2 2025 in Review

Congress Wealth Management increased its Capital One (COF) stake by 18% in Q2 2025, buying an estimated $1.09M and bringing the position to 38,184 shares worth $8.12M. The position accounts for 0.08% of the portfolio, ranked #288.

Congress Wealth Management first reported a position in COF in Q3 2024 and has held it in 4 quarters since. 1,962 funds tracked by Wall St. Rank hold COF as of Q2 2025.

  • Congress Wealth Management held 38,184 shares of Capital One worth $8.12M as of Q2 2025.
  • Congress Wealth Management bought 5,861 Capital One shares in Q2 2025, an estimated $1.09M.
  • Capital One made up 0.08% of Congress Wealth Management's portfolio in Q2 2025, its #288 holding.
  • Congress Wealth Management first reported a position in Capital One in Q3 2024 and has held it in 4 quarters since.
  • 1,962 funds tracked by Wall St. Rank held Capital One as of Q2 2025.

Based on Congress Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.