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Founders Grove Wealth Partners’s Capital One COF Stock Holding History

Founders Grove 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 		$315K Sell
1,572
-68
-4% -$13K 0.06% 136
2026
Q1 		$299K Buy
1,640
+693
+73% +$145K 0.07% 128
2025
Q4 		$230K Sell
947
-498
-34% -$111K 0.05% 138
2025
Q3 		$307K Buy
1,445
+98
+7% +$21.5K 0.07% 117
2025
Q2 		$287K Buy
1,347
+123
+10% +$23K 0.07% 113
2025
Q1 		$219K Buy
+1,224
New +$231K 0.06% 113

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Founders Grove Wealth Partners's COF Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Capital One (COF) stake by 4.1% in Q2 2026, selling an estimated $13K and leaving 1,572 shares worth $315K. The position accounts for 0.06% of the portfolio, ranked #136.

Founders Grove Wealth Partners first reported a position in COF in Q1 2025 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Founders Grove Wealth Partners held 1,572 shares of Capital One worth $315K as of Q2 2026.
  • Founders Grove Wealth Partners sold 68 Capital One shares in Q2 2026, an estimated $13K.
  • Capital One made up 0.06% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #136 holding.
  • Founders Grove Wealth Partners first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.