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	$459K	Sell	2,289 -3,340	-59%	-$639K	0.05%	115
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

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

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

Curated Wealth Partners reduced its Capital One (COF) stake by 59% in Q2 2026, selling an estimated $639K and leaving 2,289 shares worth $459K. The position accounts for 0.05% of the portfolio, ranked #115.

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. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Curated Wealth Partners held 2,289 shares of Capital One worth $459K as of Q2 2026.
Curated Wealth Partners sold 3,340 Capital One shares in Q2 2026, an estimated $639K.
Capital One made up 0.05% of Curated Wealth Partners's portfolio in Q2 2026, its #115 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.
2,121 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.