Finivi Inc’s Capital One COF Stock Holding History

Finivi Inc’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	$402K	Buy	2,005 +42	+2%	+$8.03K	0.21%	86
2026 Q1	$358K	Buy	+1,963	New	+$411K	0.2%	81
2021 Q4	$302K	Buy	+2,080	New	+$321K	0.32%	61

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Finivi Inc's COF Position: Q2 2026 in Review

Finivi Inc increased its Capital One (COF) stake by 2.1% in Q2 2026, buying an estimated $8.03K and bringing the position to 2,005 shares worth $402K. The position accounts for 0.21% of the portfolio, ranked #86.

Finivi Inc first reported a position in COF in Q4 2021 and has held it in 3 quarters since. 2,084 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Finivi Inc held 2,005 shares of Capital One worth $402K as of Q2 2026.
Finivi Inc bought 42 Capital One shares in Q2 2026, an estimated $8.03K.
Capital One made up 0.21% of Finivi Inc's portfolio in Q2 2026, its #86 holding.
Finivi Inc first reported a position in Capital One in Q4 2021 and has held it in 3 quarters since.
2,084 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Finivi Inc's 13F filing for Q2 2026, filed 9 Jul 2026.