FWP
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Family Wealth Partners’s Capital One COF Stock Holding History

Family Wealth Partners’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
-1,334
Closed -$243K – 112
2026
Q1 		$243K Buy
+1,334
New +$279K 0.08% 89

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New York State Common Retirement Fund
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Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECM
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New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

Family Wealth Partners's COF Position: Q2 2026 in Review

Family Wealth Partners sold out of Capital One (COF) in Q2 2026, closing a stake of 1,334 shares — an estimated $243K sold.

Family Wealth Partners first reported a position in COF in Q1 2026 and held it in 1 quarter. The position peaked at $243K in Q1 2026. 891 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Family Wealth Partners reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Family Wealth Partners sold 1,334 Capital One shares in Q2 2026, an estimated $243K.
  • Family Wealth Partners first reported a position in Capital One in Q1 2026 and held it in 1 quarter.
  • Family Wealth Partners's Capital One position peaked at $243K in Q1 2026.
  • 891 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Family Wealth Partners's 13F filing for Q2 2026, filed 10 Jul 2026.