Foundations Investment Advisors’s Capital One COF Stock Holding History

Foundations Investment Advisors’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	$875K	Sell	4,363 -638	-13%	-$122K	0.01%	604
2026 Q1	$912K	Buy	5,001 +39	+0.8%	+$8.16K	0.01%	544
2025 Q4	$1.2M	Buy	4,962 +743	+18%	+$165K	0.02%	463
2025 Q3	$897K	Sell	4,219 -298	-7%	-$65.2K	0.01%	496
2025 Q2	$961K	Buy	4,517 +2,390	+112%	+$446K	0.02%	444
2025 Q1	$381K	Buy	2,127 +90	+4%	+$17K	0.01%	647
2024 Q4	$363K	Buy	2,037 +13	+0.6%	+$2.25K	0.01%	609
2024 Q3	$303K	Buy	2,024 +258	+15%	+$36.7K	0.01%	631
2024 Q2	$244K	Sell	1,766 -10	-0.6%	-$1.4K	0.01%	664
2024 Q1	$264K	Sell	1,776 -272	-13%	-$36.8K	0.01%	607
2023 Q4	$276K	Buy	+2,048	New	+$221K	0.01%	572

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 $3.38T AUM 44.17% 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

Foundations Investment Advisors's COF Position: Q2 2026 in Review

Foundations Investment Advisors reduced its Capital One (COF) stake by 13% in Q2 2026, selling an estimated $122K and leaving 4,363 shares worth $875K. The position accounts for 0.01% of the portfolio, ranked #604.

Foundations Investment Advisors first reported a position in COF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.2M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Foundations Investment Advisors held 4,363 shares of Capital One worth $875K as of Q2 2026.
Foundations Investment Advisors sold 638 Capital One shares in Q2 2026, an estimated $122K.
Capital One made up 0.01% of Foundations Investment Advisors's portfolio in Q2 2026, its #604 holding.
Foundations Investment Advisors first reported a position in Capital One in Q4 2023 and has held it in 11 quarters since.
Foundations Investment Advisors's Capital One position peaked at $1.2M in Q4 2025.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.