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Cyndeo Wealth Partners’s Capital One COF Stock Holding History

Cyndeo 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 		$223K Sell
1,114
-14
-1% -$2.68K 0.01% 482
2026
Q1 		$206K Sell
1,128
-515
-31% -$108K 0.01% 467
2025
Q4 		$398K Buy
1,643
+10
+0.6% +$2.23K 0.02% 357
2025
Q3 		$347K Sell
1,633
-1,542
-49% -$338K 0.02% 365
2025
Q2 		$676K Buy
+3,175
New +$592K 0.04% 272

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
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
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
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Cyndeo Wealth Partners reduced its Capital One (COF) stake by 1.2% in Q2 2026, selling an estimated $2.68K and leaving 1,114 shares worth $223K. The position accounts for 0.01% of the portfolio, ranked #482.

Cyndeo Wealth Partners first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $676K in Q2 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Cyndeo Wealth Partners held 1,114 shares of Capital One worth $223K as of Q2 2026.
  • Cyndeo Wealth Partners sold 14 Capital One shares in Q2 2026, an estimated $2.68K.
  • Capital One made up 0.01% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #482 holding.
  • Cyndeo Wealth Partners first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Cyndeo Wealth Partners's Capital One position peaked at $676K in Q2 2025.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.