Curio Wealth’s Capital One COF Stock Holding History

Curio 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	–	Sell	-56	Closed	-$10.2K	–	291
2026 Q1	$10.2K	Buy	56 +1	+2%	+$209	﹤0.01%	221
2025 Q4	$13.7K	Buy	55 +2	+4%	+$445	﹤0.01%	218
2025 Q3	$11.3K	Sell	53 -2	-4%	-$438	﹤0.01%	186
2025 Q2	$11.7K	Buy	55 +54	+5,400%	+$10.1K	0.01%	193
2025 Q1	$357	Buy	+1	New	+$189	﹤0.01%	351

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

Curio Wealth's COF Position: Q2 2026 in Review

Curio Wealth sold out of Capital One (COF) in Q2 2026, closing a stake of 56 shares — an estimated $10.2K sold.

Curio Wealth first reported a position in COF in Q1 2025 and held it in 5 quarters. The position peaked at $13.7K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Curio Wealth reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
Curio Wealth sold 56 Capital One shares in Q2 2026, an estimated $10.2K.
Curio Wealth first reported a position in Capital One in Q1 2025 and held it in 5 quarters.
Curio Wealth's Capital One position peaked at $13.7K in Q4 2025.
2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Curio Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.