Flywheel Private Wealth’s Capital One COF Stock Holding History

Flywheel 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 Q3	$223K	Buy	+1,156	New	+$243K	0.11%	100

Other funds holding COF

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Flywheel Private Wealth's COF Position: Q3 2026 in Review

Flywheel Private Wealth opened a new position in Capital One (COF) in Q3 2026: 1,156 shares worth $223K. The stake represents 0.11% of the portfolio and ranks #100 among its holdings.

1,547 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Flywheel Private Wealth held 1,156 shares of Capital One worth $223K as of Q3 2026.
Capital One was a new Flywheel Private Wealth position in Q3 2026.
Capital One made up 0.11% of Flywheel Private Wealth's portfolio in Q3 2026, its #100 holding.
1,547 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Flywheel Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.