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Cypress Wealth Services’s Capital One COF Stock Holding History

Cypress Wealth Services’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 		$599K Buy
2,984
+27
+0.9% +$5.17K 0.07% 210
2026
Q1 		$539K Sell
2,957
-17
-0.6% -$3.56K 0.08% 211
2025
Q4 		$721K Buy
+2,974
New +$662K 0.1% 158

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

Cypress Wealth Services's COF Position: Q2 2026 in Review

Cypress Wealth Services increased its Capital One (COF) stake by 0.91% in Q2 2026, buying an estimated $5.17K and bringing the position to 2,984 shares worth $599K. The position accounts for 0.07% of the portfolio, ranked #210.

Cypress Wealth Services first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $721K in Q4 2025. 403 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Cypress Wealth Services held 2,984 shares of Capital One worth $599K as of Q2 2026.
  • Cypress Wealth Services bought 27 Capital One shares in Q2 2026, an estimated $5.17K.
  • Capital One made up 0.07% of Cypress Wealth Services's portfolio in Q2 2026, its #210 holding.
  • Cypress Wealth Services first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Cypress Wealth Services's Capital One position peaked at $721K in Q4 2025.
  • 403 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cypress Wealth Services's 13F filing for Q2 2026, filed 13 Jul 2026.