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Diversify Wealth Management’s Capital One COF Stock Holding History

Diversify 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 		$2.1M Buy
10,130
+1,543
+18% +$295K 0.04% 397
2026
Q1 		$1.64M Buy
8,587
+6,903
+410% +$1.44M 0.03% 438
2025
Q4 		$390K Buy
1,684
+423
+34% +$94.2K 0.02% 492
2025
Q3 		$279K Buy
1,261
+292
+30% +$63.9K 0.02% 469
2025
Q2 		$210K Buy
+969
New +$181K 0.01% 514
2025
Q1 		– Sell
-1,246
Closed -$218K – 513
2024
Q4 		$218K Buy
+1,246
New +$216K 0.02% 476

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

Diversify Wealth Management's COF Position: Q2 2026 in Review

Diversify Wealth Management increased its Capital One (COF) stake by 18% in Q2 2026, buying an estimated $295K and bringing the position to 10,130 shares worth $2.1M. The position accounts for 0.04% of the portfolio, ranked #397.

Diversify Wealth Management first reported a position in COF in Q4 2024 and has held it in 6 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Diversify Wealth Management held 10,130 shares of Capital One worth $2.1M as of Q2 2026.
  • Diversify Wealth Management bought 1,543 Capital One shares in Q2 2026, an estimated $295K.
  • Capital One made up 0.04% of Diversify Wealth Management's portfolio in Q2 2026, its #397 holding.
  • Diversify Wealth Management first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.