EWA
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EverSource Wealth Advisors’s Capital One COF Stock Holding History

EverSource Wealth 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 		$1.36M Sell
6,793
-282
-4% -$53.9K 0.05% 293
2026
Q1 		$1.29M Sell
7,075
-118
-2% -$24.7K 0.04% 321
2025
Q4 		$1.74M Buy
7,193
+987
+16% +$220K 0.06% 219
2025
Q3 		$1.32M Buy
6,206
+562
+10% +$123K 0.05% 252
2025
Q2 		$1.2M Buy
5,644
+2,905
+106% +$542K 0.05% 236
2025
Q1 		$491K Buy
2,739
+661
+32% +$125K 0.03% 387
2024
Q4 		$371K Buy
2,078
+503
+32% +$87.1K 0.02% 448
2024
Q3 		$236K Buy
1,575
+909
+136% +$129K 0.01% 505
2024
Q2 		$101K Buy
666
+49
+8% +$6.87K 0.01% 795
2024
Q1 		$88.5K Buy
617
+62
+11% +$8.4K 0.01% 756
2023
Q4 		$72.8K Sell
555
-52
-9% -$5.61K 0.01% 758
2023
Q3 		$58.9K Buy
607
+25
+4% +$2.67K 0.01% 751
2023
Q2 		$63.7K Sell
582
-45
-7% -$4.51K 0.01% 742
2023
Q1 		$60.3K Sell
627
-279
-31% -$29.2K 0.01% 722
2022
Q4 		$84.2K Sell
906
-256
-22% -$25.2K 0.01% 567
2022
Q3 		$107K Sell
1,162
-4
-0.3% -$426 0.02% 411
2022
Q2 		$122K Buy
1,166
+544
+87% +$66.5K 0.03% 331
2022
Q1 		$83K Sell
622
-204
-25% -$29.7K 0.02% 366
2021
Q4 		$119K Buy
+826
New +$128K 0.03% 283

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

EverSource Wealth Advisors's COF Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Capital One (COF) stake by 4% in Q2 2026, selling an estimated $53.9K and leaving 6,793 shares worth $1.36M. The position accounts for 0.05% of the portfolio, ranked #293.

EverSource Wealth Advisors first reported a position in COF in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.74M in Q4 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • EverSource Wealth Advisors held 6,793 shares of Capital One worth $1.36M as of Q2 2026.
  • EverSource Wealth Advisors sold 282 Capital One shares in Q2 2026, an estimated $53.9K.
  • Capital One made up 0.05% of EverSource Wealth Advisors's portfolio in Q2 2026, its #293 holding.
  • EverSource Wealth Advisors first reported a position in Capital One in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Capital One position peaked at $1.74M in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.