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Everhart Financial Group’s Capital One COF Stock Holding History

Everhart 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 		$1.08M Sell
5,402
-615
-10% -$118K 0.07% 152
2026
Q1 		$1.1M Buy
6,017
+794
+15% +$166K 0.09% 150
2025
Q4 		$1.27M Buy
5,223
+171
+3% +$38.1K 0.12% 119
2025
Q3 		$1.07M Buy
5,052
+965
+24% +$211K 0.11% 132
2025
Q2 		$870K Buy
+4,087
New +$763K 0.1% 138

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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

Everhart Financial Group reduced its Capital One (COF) stake by 10% in Q2 2026, selling an estimated $118K and leaving 5,402 shares worth $1.08M. The position accounts for 0.07% of the portfolio, ranked #152.

Everhart Financial Group first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.27M in Q4 2025. 350 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Everhart Financial Group held 5,402 shares of Capital One worth $1.08M as of Q2 2026.
  • Everhart Financial Group sold 615 Capital One shares in Q2 2026, an estimated $118K.
  • Capital One made up 0.07% of Everhart Financial Group's portfolio in Q2 2026, its #152 holding.
  • Everhart Financial Group first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Everhart Financial Group's Capital One position peaked at $1.27M in Q4 2025.
  • 350 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.