CWG
COF icon

Crown Wealth Group’s Capital One COF Stock Holding History

Crown 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 		$292K Buy
1,457
+20
+1% +$3.83K 0.07% 115
2026
Q1 		$262K Buy
1,437
+149
+12% +$31.2K 0.08% 112
2025
Q4 		$312K Buy
1,288
+67
+5% +$14.9K 0.09% 94
2025
Q3 		$260K Sell
1,221
-7
-0.6% -$1.53K 0.08% 97
2025
Q2 		$261K Buy
+1,228
New +$229K 0.1% 89
2025
Q1 		– Sell
-1,206
Closed -$215K – 110
2024
Q4 		$215K Buy
+1,206
New +$209K 0.09% 105

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Crown Wealth Group increased its Capital One (COF) stake by 1.4% in Q2 2026, buying an estimated $3.83K and bringing the position to 1,457 shares worth $292K. The position accounts for 0.07% of the portfolio, ranked #115.

Crown Wealth Group first reported a position in COF in Q4 2024 and has held it in 6 quarters since. The position peaked at $312K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Crown Wealth Group held 1,457 shares of Capital One worth $292K as of Q2 2026.
  • Crown Wealth Group bought 20 Capital One shares in Q2 2026, an estimated $3.83K.
  • Capital One made up 0.07% of Crown Wealth Group's portfolio in Q2 2026, its #115 holding.
  • Crown Wealth Group first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
  • Crown Wealth Group's Capital One position peaked at $312K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Crown Wealth Group's 13F filing for Q2 2026, filed 21 Jul 2026.