PENSION & WEALTH MANAGEMENT ADVISORS, INC.’s Capital One COF Stock Holding History

PENSION & WEALTH MANAGEMENT ADVISORS, 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	$30.6K	Buy	+152	New	+$29.1K	0.01%	373

Other funds holding COF

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s COF Position: Q2 2026 in Review

PENSION & WEALTH MANAGEMENT ADVISORS, INC. opened a new position in Capital One (COF) in Q2 2026: 152 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings.

1,239 funds tracked by Wall St. Rank hold COF as of Q2 2026.

PENSION & WEALTH MANAGEMENT ADVISORS, INC. held 152 shares of Capital One worth $30.6K as of Q2 2026.
Capital One was a new PENSION & WEALTH MANAGEMENT ADVISORS, INC. position in Q2 2026.
Capital One made up 0.01% of PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s portfolio in Q2 2026, its #373 holding.
1,239 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on PENSION & WEALTH MANAGEMENT ADVISORS, INC.'s 13F filing for Q2 2026, filed 7 Aug 2026.