Curated Wealth Partners’s Capital One COF Stock Holding History

Curated Wealth Partners’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	$910K	Buy	408,014 +402,385	+7,148%	+$77M	0.12%	154
2026 Q1	$1.03M	Buy	5,629 +454	+9%	+$95K	0.13%	65
2025 Q4	$1.25M	Sell	5,175 -1,818	-26%	-$405K	0.14%	56
2025 Q3	$1.49M	Sell	6,993 -146	-2%	-$32K	0.18%	36
2025 Q2	$1.52M	Buy	+7,139	New	+$1.33M	0.18%	35

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Curated Wealth Partners's COF Position: Q2 2026 in Review

Curated Wealth Partners increased its Capital One (COF) stake by 7,148% in Q2 2026, buying an estimated $77M and bringing the position to 408,014 shares worth $910K. The position accounts for 0.12% of the portfolio, ranked #154.

Curated Wealth Partners first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.52M in Q2 2025. 592 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Curated Wealth Partners held 408,014 shares of Capital One worth $910K as of Q2 2026.
Curated Wealth Partners bought 402,385 Capital One shares in Q2 2026, an estimated $77M.
Capital One made up 0.12% of Curated Wealth Partners's portfolio in Q2 2026, its #154 holding.
Curated Wealth Partners first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
Curated Wealth Partners's Capital One position peaked at $1.52M in Q2 2025.
592 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Curated Wealth Partners's 13F filing for Q2 2026, filed 13 Jul 2026.