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EP Wealth Advisors’s Capital One COF Stock Holding History

EP Wealth Advisors’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 		$2.43M Sell
12,130
-223
-2% -$42.7K 0.01% 533
2026
Q1 		$2.25M Buy
12,353
+1,490
+14% +$312K 0.01% 453
2025
Q4 		$2.63M Buy
+10,863
New +$2.42M 0.01% 388
2025
Q2 		$2.57M Buy
12,072
+9,081
+304% +$1.69M 0.02% 364
2025
Q1 		$536K Sell
2,991
-489
-14% -$92.4K ﹤0.01% 681
2024
Q4 		$621K Buy
3,480
+869
+33% +$150K 0.01% 626
2024
Q3 		$391K Buy
+2,611
New +$372K ﹤0.01% 769

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 $3.37T AUM 44.26% 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

EP Wealth Advisors's COF Position: Q2 2026 in Review

EP Wealth Advisors reduced its Capital One (COF) stake by 1.8% in Q2 2026, selling an estimated $42.7K and leaving 12,130 shares worth $2.43M. The position accounts for 0.01% of the portfolio, ranked #533.

EP Wealth Advisors first reported a position in COF in Q3 2024 and has held it in 7 quarters since. The position peaked at $2.63M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • EP Wealth Advisors held 12,130 shares of Capital One worth $2.43M as of Q2 2026.
  • EP Wealth Advisors sold 223 Capital One shares in Q2 2026, an estimated $42.7K.
  • Capital One made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #533 holding.
  • EP Wealth Advisors first reported a position in Capital One in Q3 2024 and has held it in 7 quarters since.
  • EP Wealth Advisors's Capital One position peaked at $2.63M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.