DWM
COF icon

Drive Wealth Management’s Capital One COF Stock Holding History

Drive 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 		$483K Buy
2,407
+1,271
+112% +$243K 0.09% 198
2026
Q1 		$207K Sell
1,136
-1,241
-52% -$260K 0.04% 348
2025
Q4 		$576K Buy
2,377
+1,258
+112% +$280K 0.11% 148
2025
Q3 		$238K Buy
1,119
+58
+5% +$12.7K 0.05% 290
2025
Q2 		$226K Buy
+1,061
New +$198K 0.05% 291
2024
Q4 		– Sell
-1,772
Closed -$265K – 349
2024
Q3 		$265K Buy
1,772
+25
+1% +$3.56K 0.07% 239
2024
Q2 		$242K Buy
1,747
+26
+2% +$3.65K 0.07% 246
2024
Q1 		$256K Buy
1,721
+7
+0.4% +$948 0.07% 230
2023
Q4 		$225K Buy
+1,714
New +$185K 0.07% 252

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 $3.37T AUM 44.26% 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

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

Drive Wealth Management increased its Capital One (COF) stake by 112% in Q2 2026, buying an estimated $243K and bringing the position to 2,407 shares worth $483K. The position accounts for 0.09% of the portfolio, ranked #198.

Drive Wealth Management first reported a position in COF in Q4 2023 and has held it in 9 quarters since. The position peaked at $576K in Q4 2025. 2,116 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Drive Wealth Management held 2,407 shares of Capital One worth $483K as of Q2 2026.
  • Drive Wealth Management bought 1,271 Capital One shares in Q2 2026, an estimated $243K.
  • Capital One made up 0.09% of Drive Wealth Management's portfolio in Q2 2026, its #198 holding.
  • Drive Wealth Management first reported a position in Capital One in Q4 2023 and has held it in 9 quarters since.
  • Drive Wealth Management's Capital One position peaked at $576K in Q4 2025.
  • 2,116 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Drive Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.