EFG
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Ethos Financial Group’s Capital One COF Stock Holding History

Ethos Financial 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 		$1.5M Buy
7,202
+5,313
+281% +$1.02M 0.1% 175
2026
Q1 		$345K Sell
1,889
-47
-2% -$9.83K 0.03% 378
2025
Q4 		$469K Buy
1,936
+115
+6% +$25.6K 0.03% 300
2025
Q3 		$387K Buy
1,821
+169
+10% +$37K 0.03% 314
2025
Q2 		$351K Buy
1,652
+187
+13% +$34.9K 0.03% 315
2025
Q1 		$261K Hold
1,465
– – 0.03% 340
2024
Q4 		$261K Buy
1,465
+37
+3% +$6.41K 0.03% 241
2024
Q3 		$214K Buy
+1,428
New +$203K 0.04% 258
2024
Q2 		– Sell
-1,434
Closed -$214K – 295
2024
Q1 		$214K Buy
+1,434
New +$194K 0.04% 251

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

Ethos Financial Group's COF Position: Q2 2026 in Review

Ethos Financial Group increased its Capital One (COF) stake by 281% in Q2 2026, buying an estimated $1.02M and bringing the position to 7,202 shares worth $1.5M. The position accounts for 0.1% of the portfolio, ranked #175.

Ethos Financial Group first reported a position in COF in Q1 2024 and has held it in 9 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Ethos Financial Group held 7,202 shares of Capital One worth $1.5M as of Q2 2026.
  • Ethos Financial Group bought 5,313 Capital One shares in Q2 2026, an estimated $1.02M.
  • Capital One made up 0.1% of Ethos Financial Group's portfolio in Q2 2026, its #175 holding.
  • Ethos Financial Group first reported a position in Capital One in Q1 2024 and has held it in 9 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Ethos Financial Group's 13F filing for Q2 2026, filed 7 Aug 2026.