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Elwood & Goetz Wealth Advisory Group’s Capital One COF Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$365K Buy
+1,820
New +$348K 0.05% 106
2026
Q1 		– Sell
-980
Closed -$238K – 142
2025
Q4 		$238K Buy
+980
New +$218K 0.04% 120

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

Elwood & Goetz Wealth Advisory Group's COF Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group opened a new position in Capital One (COF) in Q2 2026: 1,820 shares worth $365K. The stake represents 0.05% of the portfolio and ranks #106 among its holdings. This is a return to the name: Elwood & Goetz Wealth Advisory Group previously reported a position in COF as recently as Q4 2025.

Elwood & Goetz Wealth Advisory Group first reported a position in COF in Q4 2025 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,820 shares of Capital One worth $365K as of Q2 2026.
  • Capital One was a new Elwood & Goetz Wealth Advisory Group position in Q2 2026.
  • Capital One made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #106 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.