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Crewe Advisors’s Capital One COF Stock Holding History

Crewe Advisors’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 		$31.1K Buy
155
+138
+812% +$26.4K ﹤0.01% 525
2026
Q1 		$3.1K Buy
17
+10
+143% +$2.09K ﹤0.01% 857
2025
Q4 		$1.7K Buy
+7
New +$1.56K ﹤0.01% 907
2025
Q3 		– Sell
-2
Closed -$426 – 979
2025
Q2 		$426 Sell
2
-1
-33% -$187 ﹤0.01% 656
2025
Q1 		$538 Hold
3
– – ﹤0.01% 620
2024
Q4 		$535 Buy
+3
New +$519 ﹤0.01% 556
2024
Q2 		– Sell
-35
Closed -$5.21K – 956
2024
Q1 		$5.21K Buy
+35
New +$4.74K ﹤0.01% 722
2023
Q2 		– Sell
-73
Closed -$7.02K – 901
2023
Q1 		$7.02K Sell
73
-13
-15% -$1.36K ﹤0.01% 594
2022
Q4 		$8K Sell
86
-75
-47% -$7.37K ﹤0.01% 594
2022
Q3 		$15K Buy
161
+50
+45% +$5.32K ﹤0.01% 544
2022
Q2 		$12K Buy
+111
New +$13.6K ﹤0.01% 547
2020
Q1 		– Sell
-284
Closed -$29K – 191
2019
Q4 		$29K Buy
+284
New +$27.4K 0.01% 135
2018
Q3 		– Sell
-104
Closed -$10K – 238
2018
Q2 		$10K Hold
104
– – 0.01% 209
2018
Q1 		$10K Hold
104
– – 0.01% 220
2017
Q4 		$10K Buy
+104
New +$9.49K 0.01% 220

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

Crewe Advisors's COF Position: Q2 2026 in Review

Crewe Advisors increased its Capital One (COF) stake by 812% in Q2 2026, buying an estimated $26.4K and bringing the position to 155 shares worth $31.1K. The position accounts for ﹤0.01% of the portfolio, ranked #525.

Crewe Advisors first reported a position in COF in Q4 2017 and has held it in 15 quarters since. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Crewe Advisors held 155 shares of Capital One worth $31.1K as of Q2 2026.
  • Crewe Advisors bought 138 Capital One shares in Q2 2026, an estimated $26.4K.
  • Capital One made up ﹤0.01% of Crewe Advisors's portfolio in Q2 2026, its #525 holding.
  • Crewe Advisors first reported a position in Capital One in Q4 2017 and has held it in 15 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.