EPW
COF icon

Evolve Private Wealth’s Capital One COF Stock Holding History

Evolve Private 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 		$6.78M Sell
33,795
-3,137
-8% -$600K 0.41% 39
2026
Q1 		$6.74M Sell
36,932
-6,714
-15% -$1.4M 0.36% 43
2025
Q4 		$10.6M Buy
+43,646
New +$9.72M 0.63% 23

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 $3.38T AUM 44.17% 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

Evolve Private Wealth's COF Position: Q2 2026 in Review

Evolve Private Wealth reduced its Capital One (COF) stake by 8.5% in Q2 2026, selling an estimated $600K and leaving 33,795 shares worth $6.78M. The position accounts for 0.41% of the portfolio, ranked #39.

Evolve Private Wealth first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $10.6M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Evolve Private Wealth held 33,795 shares of Capital One worth $6.78M as of Q2 2026.
  • Evolve Private Wealth sold 3,137 Capital One shares in Q2 2026, an estimated $600K.
  • Capital One made up 0.41% of Evolve Private Wealth's portfolio in Q2 2026, its #39 holding.
  • Evolve Private Wealth first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Evolve Private Wealth's Capital One position peaked at $10.6M in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.