EW
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Evoke Wealth’s Capital One COF Stock Holding History

Evoke Wealth’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 		– Sell
-4,004
Closed -$731K – 120
2026
Q1 		$731K Buy
4,004
+490
+14% +$102K 0.01% 328
2025
Q4 		$852K Buy
3,514
+512
+17% +$114K 0.02% 295
2025
Q3 		$638K Buy
3,002
+359
+14% +$78.6K 0.01% 311
2025
Q2 		$562K Buy
+2,643
New +$493K 0.01% 325
2022
Q4 		– Sell
-125
Closed -$12K – 519
2022
Q3 		$12K Sell
125
-1
-0.8% -$106 ﹤0.01% 718
2022
Q2 		$13K Sell
126
-17
-12% -$2.08K ﹤0.01% 726
2022
Q1 		$19K Buy
143
+17
+13% +$2.48K ﹤0.01% 659
2021
Q4 		$18K Hold
126
– – ﹤0.01% 693
2021
Q3 		$20K Sell
126
-18
-13% -$2.94K ﹤0.01% 635
2021
Q2 		$22K Buy
144
+11
+8% +$1.66K ﹤0.01% 637
2021
Q1 		$17K Hold
133
– – ﹤0.01% 611
2020
Q4 		$13K Buy
133
+107
+412% +$9.1K ﹤0.01% 540
2020
Q3 		$2K Sell
26
-29
-53% -$1.94K ﹤0.01% 833
2020
Q2 		$3K Sell
55
-75
-58% -$4.67K ﹤0.01% 779
2020
Q1 		$6.54K Sell
130
-125
-49% -$11K ﹤0.01% 568
2019
Q4 		$26.3K Sell
255
-29,200
-99% -$2.81M ﹤0.01% 530
2019
Q3 		$2.68M Buy
+29,455
New +$2.65M 0.33% 40

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

Evoke Wealth's COF Position: Q2 2026 in Review

Evoke Wealth sold out of Capital One (COF) in Q2 2026, closing a stake of 4,004 shares — an estimated $731K sold.

Evoke Wealth first reported a position in COF in Q3 2019 and held it in 17 quarters. The position peaked at $2.68M in Q3 2019. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Evoke Wealth reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Evoke Wealth sold 4,004 Capital One shares in Q2 2026, an estimated $731K.
  • Evoke Wealth first reported a position in Capital One in Q3 2019 and held it in 17 quarters.
  • Evoke Wealth's Capital One position peaked at $2.68M in Q3 2019.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Evoke Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.