EWM
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Elevatus Welath Management’s Capital One COF Stock Holding History

Elevatus Welath 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 		$773K Buy
3,851
+1,779
+86% +$340K 0.19% 102
2026
Q1 		$378K Buy
2,072
+336
+19% +$70.3K 0.2% 88
2025
Q4 		$421K Buy
1,736
+744
+75% +$166K 0.12% 98
2025
Q3 		$211K Buy
+992
New +$217K 0.06% 121

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

Elevatus Welath Management's COF Position: Q2 2026 in Review

Elevatus Welath Management increased its Capital One (COF) stake by 86% in Q2 2026, buying an estimated $340K and bringing the position to 3,851 shares worth $773K. The position accounts for 0.19% of the portfolio, ranked #102.

Elevatus Welath Management first reported a position in COF in Q3 2025 and has held it in 4 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Elevatus Welath Management held 3,851 shares of Capital One worth $773K as of Q2 2026.
  • Elevatus Welath Management bought 1,779 Capital One shares in Q2 2026, an estimated $340K.
  • Capital One made up 0.19% of Elevatus Welath Management's portfolio in Q2 2026, its #102 holding.
  • Elevatus Welath Management first reported a position in Capital One in Q3 2025 and has held it in 4 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Elevatus Welath Management's 13F filing for Q2 2026, filed 13 Aug 2026.