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Curry Webb Wealth Management’s Capital One COF Stock Holding History

Curry Webb Wealth Management’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 		$204K Buy
+1,016
New +$194K 0.08% 65
2026
Q1 		– Sell
-1,016
Closed -$246K – 65
2025
Q4 		$246K Buy
+1,016
New +$226K 0.12% 62

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Curry Webb Wealth Management's COF Position: Q2 2026 in Review

Curry Webb Wealth Management opened a new position in Capital One (COF) in Q2 2026: 1,016 shares worth $204K. The stake represents 0.08% of the portfolio and ranks #65 among its holdings. This is a return to the name: Curry Webb Wealth Management previously reported a position in COF as recently as Q4 2025.

Curry Webb Wealth Management first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $246K in Q4 2025. 2,130 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Curry Webb Wealth Management held 1,016 shares of Capital One worth $204K as of Q2 2026.
  • Capital One was a new Curry Webb Wealth Management position in Q2 2026.
  • Capital One made up 0.08% of Curry Webb Wealth Management's portfolio in Q2 2026, its #65 holding.
  • Curry Webb Wealth Management first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • Curry Webb Wealth Management's Capital One position peaked at $246K in Q4 2025.
  • 2,130 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Curry Webb Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.