Empirical Wealth Management’s Capital One COF Stock Holding History

Empirical 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	$2.09M	Buy	10,397 +662	+7%	+$127K	0.03%	264
2026 Q1	$1.78M	Buy	9,735 +4,350	+81%	+$910K	0.03%	265
2025 Q4	$1.31M	Sell	5,385 -375	-7%	-$83.5K	0.02%	298
2025 Q3	$1.22M	Buy	5,760 +888	+18%	+$194K	0.02%	305
2025 Q2	$1.04M	Buy	4,872 +3,558	+271%	+$664K	0.02%	310
2025 Q1	$236K	Buy	+1,314	New	+$248K	0.01%	570

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

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

Empirical Wealth Management increased its Capital One (COF) stake by 6.8% in Q2 2026, buying an estimated $127K and bringing the position to 10,397 shares worth $2.09M. The position accounts for 0.03% of the portfolio, ranked #264.

Empirical Wealth Management first reported a position in COF in Q1 2025 and has held it in 6 quarters since. 425 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Empirical Wealth Management held 10,397 shares of Capital One worth $2.09M as of Q2 2026.
Empirical Wealth Management bought 662 Capital One shares in Q2 2026, an estimated $127K.
Capital One made up 0.03% of Empirical Wealth Management's portfolio in Q2 2026, its #264 holding.
Empirical Wealth Management first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
425 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.