Evergreen Advisors’s Capital One COF Stock Holding History

Evergreen 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	–	Sell	-129	Closed	-$23.5K	–	60
2026 Q1	$23.5K	Buy	+129	New	+$27K	0.01%	95

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Evergreen Advisors's COF Position: Q2 2026 in Review

Evergreen Advisors sold out of Capital One (COF) in Q2 2026, closing a stake of 129 shares — an estimated $23.5K sold.

Evergreen Advisors first reported a position in COF in Q1 2026 and held it in 1 quarter. The position peaked at $23.5K in Q1 2026. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Evergreen Advisors reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
Evergreen Advisors sold 129 Capital One shares in Q2 2026, an estimated $23.5K.
Evergreen Advisors first reported a position in Capital One in Q1 2026 and held it in 1 quarter.
Evergreen Advisors's Capital One position peaked at $23.5K in Q1 2026.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Evergreen Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.