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Evernest Financial Advisors’s Capital One COF Stock Holding History

Evernest Financial 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 		$305K Buy
1,520
+6
+0.4% +$1.15K 0.06% 150
2026
Q1 		$294K Buy
1,514
+18
+1% +$3.77K 0.06% 148
2025
Q4 		$333K Buy
+1,496
New +$333K 0.07% 135

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 $3.37T AUM 44.26% 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

Evernest Financial Advisors's COF Position: Q2 2026 in Review

Evernest Financial Advisors increased its Capital One (COF) stake by 0.4% in Q2 2026, buying an estimated $1.15K and bringing the position to 1,520 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #150.

Evernest Financial Advisors first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $333K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Evernest Financial Advisors held 1,520 shares of Capital One worth $305K as of Q2 2026.
  • Evernest Financial Advisors bought 6 Capital One shares in Q2 2026, an estimated $1.15K.
  • Capital One made up 0.06% of Evernest Financial Advisors's portfolio in Q2 2026, its #150 holding.
  • Evernest Financial Advisors first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Evernest Financial Advisors's Capital One position peaked at $333K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Evernest Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.