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 Q3	$282K	Buy	1,463 +6	+0.4%	+$1.26K	0.07%	109
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

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Crown Wealth Group's COF Position: Q3 2026 in Review

Crown Wealth Group increased its Capital One (COF) stake by 0.41% in Q3 2026, buying an estimated $1.26K and bringing the position to 1,463 shares worth $282K. The position accounts for 0.07% of the portfolio, ranked #109.

Crown Wealth Group first reported a position in COF in Q4 2024 and has held it in 7 quarters since. The position peaked at $312K in Q4 2025. 862 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Crown Wealth Group held 1,463 shares of Capital One worth $282K as of Q3 2026.
Crown Wealth Group bought 6 Capital One shares in Q3 2026, an estimated $1.26K.
Capital One made up 0.07% of Crown Wealth Group's portfolio in Q3 2026, its #109 holding.
Crown Wealth Group first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
Crown Wealth Group's Capital One position peaked at $312K in Q4 2025.
862 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Crown Wealth Group's 13F filing for Q3 2026, filed 19 Oct 2026.