Evermay Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $197K | Buy |
983
+100
| +11% | +$19.1K | 0.02% | 207 |
|
|
2026
Q1 | $161K | Hold |
883
| – | – | 0.02% | 215 |
|
|
2025
Q4 | $214K | Sell |
883
-110
| -11% | -$24.5K | 0.02% | 190 |
|
|
2025
Q3 | $211K | Hold |
993
| – | – | 0.02% | 191 |
|
|
2025
Q2 | $211K | Buy |
993
+273
| +38% | +$50.9K | 0.03% | 189 |
|
|
2025
Q1 | $129K | Hold |
720
| – | – | 0.02% | 233 |
|
|
2024
Q4 | $128K | Sell |
720
-160
| -18% | -$27.7K | 0.02% | 232 |
|
|
2024
Q3 | $132K | Sell |
880
-160
| -15% | -$22.8K | 0.02% | 240 |
|
|
2024
Q2 | $144K | Hold |
1,040
| – | – | 0.02% | 222 |
|
|
2024
Q1 | $155K | Sell |
1,040
-104
| -9% | -$14.1K | 0.02% | 218 |
|
|
2023
Q4 | $150K | Buy |
1,144
+4
| +0.4% | +$431 | 0.03% | 201 |
|
|
2023
Q3 | $111K | Sell |
1,140
-50
| -4% | -$5.34K | 0.02% | 223 |
|
|
2023
Q2 | $130K | Hold |
1,190
| – | – | 0.03% | 216 |
|
|
2023
Q1 | $114K | Hold |
1,190
| – | – | 0.02% | 224 |
|
|
2022
Q4 | $111K | Hold |
1,190
| – | – | 0.02% | 215 |
|
|
2022
Q3 | $110K | Buy |
1,190
+57
| +5% | +$6.07K | 0.02% | 205 |
|
|
2022
Q2 | $118K | Buy |
1,133
+33
| +3% | +$4.03K | 0.02% | 203 |
|
|
2022
Q1 | $144K | Buy |
1,100
+70
| +7% | +$10.2K | 0.02% | 215 |
|
|
2021
Q4 | $149K | Buy |
1,030
+96
| +10% | +$14.8K | 0.03% | 193 |
|
|
2021
Q3 | $151K | Buy |
934
+54
| +6% | +$8.81K | 0.03% | 184 |
|
|
2021
Q2 | $136K | Buy |
+880
| New | +$133K | 0.03% | 201 |
|
|
2020
Q2 | – | Sell |
-4,555
| Closed | -$230K | – | 153 |
|
|
2020
Q1 | $230K | Sell |
4,555
-1,836
| -29% | -$161K | 0.07% | 123 |
|
|
2019
Q4 | $658K | Buy |
6,391
+445
| +7% | +$42.9K | 0.16% | 67 |
|
|
2019
Q3 | $541K | Sell |
5,946
-505
| -8% | -$45.4K | 0.15% | 72 |
|
|
2019
Q2 | $585K | Sell |
6,451
-44
| -0.7% | -$3.94K | 0.16% | 64 |
|
|
2019
Q1 | $531K | Sell |
6,495
-700
| -10% | -$56.9K | 0.15% | 69 |
|
|
2018
Q4 | $544K | Buy |
7,195
+295
| +4% | +$25.5K | 0.18% | 57 |
|
|
2018
Q3 | $655K | Sell |
6,900
-850
| -11% | -$82.7K | 0.2% | 54 |
|
|
2018
Q2 | $712K | Sell |
7,750
-460
| -6% | -$43.5K | 0.24% | 48 |
|
|
2018
Q1 | $787K | Buy |
8,210
+2,720
| +50% | +$271K | 0.27% | 46 |
|
|
2017
Q4 | $547K | Buy |
+5,490
| New | +$501K | 0.2% | 56 |
|
Other funds holding COF
Evermay Wealth Management's COF Position: Q2 2026 in Review
Evermay Wealth Management increased its Capital One (COF) stake by 11% in Q2 2026, buying an estimated $19.1K and bringing the position to 983 shares worth $197K. The position accounts for 0.02% of the portfolio, ranked #207.
Evermay Wealth Management first reported a position in COF in Q4 2017 and has held it in 31 quarters since. The position peaked at $787K in Q1 2018. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.
- Evermay Wealth Management held 983 shares of Capital One worth $197K as of Q2 2026.
- Evermay Wealth Management bought 100 Capital One shares in Q2 2026, an estimated $19.1K.
- Capital One made up 0.02% of Evermay Wealth Management's portfolio in Q2 2026, its #207 holding.
- Evermay Wealth Management first reported a position in Capital One in Q4 2017 and has held it in 31 quarters since.
- Evermay Wealth Management's Capital One position peaked at $787K in Q1 2018.
- 2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.
Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.