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Cornerstone Wealth Group’s Capital One COF Stock Holding History

Cornerstone Wealth Group’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 		$570K Buy
2,839
+31
+1% +$5.93K 0.03% 224
2026
Q1 		$569K Buy
2,808
+666
+31% +$139K 0.04% 216
2025
Q4 		$519K Buy
2,142
+143
+7% +$31.8K 0.04% 202
2025
Q3 		$425K Buy
1,999
+170
+9% +$37.2K 0.03% 215
2025
Q2 		$389K Buy
1,829
+536
+41% +$100K 0.03% 210
2025
Q1 		$232K Buy
1,293
+84
+7% +$15.9K 0.02% 258
2024
Q4 		$216K Buy
+1,209
New +$209K 0.02% 253
2022
Q2 		– Sell
-15,766
Closed -$2.07M – 134
2022
Q1 		$2.07M Sell
15,766
-5,298
-25% -$773K 0.38% 84
2021
Q4 		$3.06M Buy
21,064
+980
+5% +$151K 0.52% 70
2021
Q3 		$3.25M Sell
20,084
-2,888
-13% -$471K 0.57% 61
2021
Q2 		$3.53M Buy
22,972
+1,790
+8% +$270K 0.72% 39
2021
Q1 		$2.81M Buy
+21,182
New +$2.5M 0.57% 70

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

Cornerstone Wealth Group's COF Position: Q2 2026 in Review

Cornerstone Wealth Group increased its Capital One (COF) stake by 1.1% in Q2 2026, buying an estimated $5.93K and bringing the position to 2,839 shares worth $570K. The position accounts for 0.03% of the portfolio, ranked #224.

Cornerstone Wealth Group first reported a position in COF in Q1 2021 and has held it in 12 quarters since. The position peaked at $3.53M in Q2 2021. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Cornerstone Wealth Group held 2,839 shares of Capital One worth $570K as of Q2 2026.
  • Cornerstone Wealth Group bought 31 Capital One shares in Q2 2026, an estimated $5.93K.
  • Capital One made up 0.03% of Cornerstone Wealth Group's portfolio in Q2 2026, its #224 holding.
  • Cornerstone Wealth Group first reported a position in Capital One in Q1 2021 and has held it in 12 quarters since.
  • Cornerstone Wealth Group's Capital One position peaked at $3.53M in Q2 2021.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cornerstone Wealth Group's 13F filing for Q2 2026, filed 27 Jul 2026.