Elevation Wealth Partners’s Capital One COF Stock Holding History

Elevation 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 Q3	$48.5K	Sell	251 -5	-2%	-$1.05K	0.01%	401
2026 Q2	$51.4K	Buy	256 +148	+137%	+$28.3K	0.02%	295
2026 Q1	$19.7K	Sell	108 -40	-27%	-$8.37K	0.01%	380
2025 Q4	$35.9K	Buy	148 +8	+6%	+$1.78K	0.01%	280
2025 Q3	$29.8K	Buy	140 +44	+46%	+$9.6K	0.01%	299
2025 Q2	$20.4K	Hold	96	–	–	0.01%	318
2025 Q1	$17.2K	Hold	96	–	–	0.01%	322
2024 Q4	$17.1K	Hold	96	–	–	0.01%	322
2024 Q3	$14.4K	Hold	96	–	–	0.01%	324
2024 Q2	$13.3K	Hold	96	–	–	0.01%	325
2024 Q1	$14.3K	Buy	+96	New	+$13K	0.01%	324

Other funds holding COF

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Elevation Wealth Partners's COF Position: Q3 2026 in Review

Elevation Wealth Partners reduced its Capital One (COF) stake by 2% in Q3 2026, selling an estimated $1.05K and leaving 251 shares worth $48.5K. The position accounts for 0.01% of the portfolio, ranked #401.

Elevation Wealth Partners first reported a position in COF in Q1 2024 and has held it in 11 quarters since. The position peaked at $51.4K in Q2 2026. 810 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Elevation Wealth Partners held 251 shares of Capital One worth $48.5K as of Q3 2026.
Elevation Wealth Partners sold 5 Capital One shares in Q3 2026, an estimated $1.05K.
Capital One made up 0.01% of Elevation Wealth Partners's portfolio in Q3 2026, its #401 holding.
Elevation Wealth Partners first reported a position in Capital One in Q1 2024 and has held it in 11 quarters since.
Elevation Wealth Partners's Capital One position peaked at $51.4K in Q2 2026.
810 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.