Evergreen Wealth Solutions’s Capital One COF Stock Holding History

Evergreen Wealth 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	$433K	Buy	+1,934	New	+$370K	0.02%	356
2024 Q2	–	Sell	-1,813	Closed	-$270K	–	119
2024 Q1	$270K	Sell	1,813 -283	-14%	-$38.3K	0.2%	94
2023 Q4	$275K	Buy	+2,096	New	+$226K	0.23%	94
2023 Q3	–	Sell	-2,001	Closed	-$219K	–	106
2023 Q2	$219K	Buy	+2,001	New	+$200K	0.22%	96
2022 Q2	–	Sell	-1,614	Closed	-$212K	–	101
2022 Q1	$212K	Sell	1,614 -26	-2%	-$3.79K	0.21%	91
2021 Q4	$238K	Buy	+1,640	New	+$253K	0.22%	84

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 Wealth Solutions's COF Position: Q2 2026 in Review

Evergreen Wealth Solutions opened a new position in Capital One (COF) in Q2 2026: 1,934 shares worth $433K. The stake represents 0.02% of the portfolio and ranks #356 among its holdings. This is a return to the name: Evergreen Wealth Solutions previously reported a position in COF as recently as Q1 2024.

Evergreen Wealth Solutions first reported a position in COF in Q4 2021 and has held it in 6 quarters since. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Evergreen Wealth Solutions held 1,934 shares of Capital One worth $433K as of Q2 2026.
Capital One was a new Evergreen Wealth Solutions position in Q2 2026.
Capital One made up 0.02% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #356 holding.
Evergreen Wealth Solutions first reported a position in Capital One in Q4 2021 and has held it in 6 quarters since.
2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.