Envestnet Portfolio Solutions
COF icon

Envestnet Portfolio Solutions’s Capital One COF Stock Holding History

Envestnet Portfolio Solutions’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 		$3.74M Sell
18,654
-1,468
-7% -$281K 0.02% 386
2026
Q1 		$3.67M Sell
20,122
-43,325
-68% -$9.06M 0.02% 336
2025
Q4 		$15.4M Buy
63,447
+30,486
+92% +$6.79M 0.05% 179
2025
Q3 		$7.01M Sell
32,961
-3,261
-9% -$714K 0.03% 288
2025
Q2 		$7.71M Buy
36,222
+26,940
+290% +$5.03M 0.03% 267
2025
Q1 		$1.66M Sell
9,282
-9,346
-50% -$1.77M 0.01% 640
2024
Q4 		$3.32M Buy
18,628
+981
+6% +$170K 0.01% 514
2024
Q3 		$2.64M Buy
17,647
+1,444
+9% +$206K 0.01% 571
2024
Q2 		$2.24M Buy
16,203
+386
+2% +$54.2K 0.01% 602
2024
Q1 		$2.36M Buy
15,817
+2,675
+20% +$362K 0.01% 581
2023
Q4 		$1.72M Sell
13,142
-164
-1% -$17.7K 0.01% 627
2023
Q3 		$1.29M Buy
+13,306
New +$1.42M 0.01% 683

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

Envestnet Portfolio Solutions's COF Position: Q2 2026 in Review

Envestnet Portfolio Solutions reduced its Capital One (COF) stake by 7.3% in Q2 2026, selling an estimated $281K and leaving 18,654 shares worth $3.74M. The position accounts for 0.02% of the portfolio, ranked #386.

Envestnet Portfolio Solutions first reported a position in COF in Q3 2023 and has held it in 12 quarters since. The position peaked at $15.4M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Envestnet Portfolio Solutions held 18,654 shares of Capital One worth $3.74M as of Q2 2026.
  • Envestnet Portfolio Solutions sold 1,468 Capital One shares in Q2 2026, an estimated $281K.
  • Capital One made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #386 holding.
  • Envestnet Portfolio Solutions first reported a position in Capital One in Q3 2023 and has held it in 12 quarters since.
  • Envestnet Portfolio Solutions's Capital One position peaked at $15.4M in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.