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Fourth Dimension Wealth’s Capital One COF Stock Holding History

Fourth Dimension 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
Q2 		$14.2K Buy
+71
New +$13.6K ﹤0.01% 426
2026
Q1 		– Sell
-1,236
Closed -$299K – 603
2025
Q4 		$299K Buy
1,236
+174
+16% +$38.7K 0.11% 107
2025
Q3 		$226K Buy
1,062
+186
+21% +$40.7K 0.09% 124
2025
Q2 		$186K Buy
876
+776
+776% +$145K 0.08% 131
2025
Q1 		$17.9K Buy
+100
New +$18.9K 0.01% 329

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

Fourth Dimension Wealth's COF Position: Q2 2026 in Review

Fourth Dimension Wealth opened a new position in Capital One (COF) in Q2 2026: 71 shares worth $14.2K. The stake represents ﹤0.01% of the portfolio and ranks #426 among its holdings. This is a return to the name: Fourth Dimension Wealth previously reported a position in COF as recently as Q4 2025.

Fourth Dimension Wealth first reported a position in COF in Q1 2025 and has held it in 5 quarters since. The position peaked at $299K in Q4 2025. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Fourth Dimension Wealth held 71 shares of Capital One worth $14.2K as of Q2 2026.
  • Capital One was a new Fourth Dimension Wealth position in Q2 2026.
  • Capital One made up ﹤0.01% of Fourth Dimension Wealth's portfolio in Q2 2026, its #426 holding.
  • Fourth Dimension Wealth first reported a position in Capital One in Q1 2025 and has held it in 5 quarters since.
  • Fourth Dimension Wealth's Capital One position peaked at $299K in Q4 2025.
  • 2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Fourth Dimension Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.