EWM
COF icon

Evolution Wealth Management’s Capital One COF Stock Holding History

Evolution Wealth Management’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 		$50.2K Hold
250
– – 0.03% 314
2026
Q1 		$45.6K Buy
250
+143
+134% +$29.9K 0.03% 290
2025
Q4 		$25.9K Buy
107
+90
+529% +$20K 0.02% 327
2025
Q3 		$3.61K Buy
17
+3
+21% +$657 ﹤0.01% 468
2025
Q2 		$2.98K Buy
+14
New +$2.61K ﹤0.01% 492

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

Evolution Wealth Management's COF Position: Q2 2026 in Review

Evolution Wealth Management held its Capital One (COF) position steady in Q2 2026 at 250 shares worth $50.2K. The position accounts for 0.03% of the portfolio, ranked #314.

Evolution Wealth Management first reported a position in COF in Q2 2025 and has held it in 5 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Evolution Wealth Management held 250 shares of Capital One worth $50.2K as of Q2 2026.
  • Evolution Wealth Management left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.03% of Evolution Wealth Management's portfolio in Q2 2026, its #314 holding.
  • Evolution Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.