CrossGen Wealth’s Capital One COF Stock Holding History

CrossGen Wealth’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	$24.9K	Hold	124	–	–	0.02%	120
2026 Q1	$22.6K	Buy	124 +1	+0.8%	+$209	0.02%	122
2025 Q4	$29.8K	Buy	+123	New	+$27.4K	0.03%	112

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

CrossGen Wealth's COF Position: Q2 2026 in Review

CrossGen Wealth held its Capital One (COF) position steady in Q2 2026 at 124 shares worth $24.9K. The position accounts for 0.02% of the portfolio, ranked #120.

CrossGen Wealth first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $29.8K in Q4 2025. 2,113 funds tracked by Wall St. Rank hold COF as of Q2 2026.

CrossGen Wealth held 124 shares of Capital One worth $24.9K as of Q2 2026.
CrossGen Wealth left its Capital One share count unchanged in Q2 2026.
Capital One made up 0.02% of CrossGen Wealth's portfolio in Q2 2026, its #120 holding.
CrossGen Wealth first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
CrossGen Wealth's Capital One position peaked at $29.8K in Q4 2025.
2,113 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on CrossGen Wealth's 13F filing for Q2 2026, filed 24 Jul 2026.