FourThought Financial Partners’s Capital One COF Stock Holding History

FourThought Financial 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	$813K	Sell	4,050 -135	-3%	-$25.8K	0.06%	157
2026 Q1	$763K	Sell	4,185 -81	-2%	-$16.9K	0.07%	154
2025 Q4	$1.03M	Sell	4,266 -12	-0.3%	-$2.67K	0.09%	138
2025 Q3	$909K	Sell	4,278 -99	-2%	-$21.7K	0.08%	143
2025 Q2	$931K	Buy	4,377 +3,083	+238%	+$575K	0.09%	141
2025 Q1	$232K	Sell	1,294 -117	-8%	-$22.1K	0.02%	281
2024 Q4	$252K	Buy	+1,411	New	+$244K	0.03%	270
2024 Q2	–	Sell	-1,500	Closed	-$223K	–	213
2024 Q1	$223K	Buy	+1,500	New	+$203K	0.03%	295

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

FourThought Financial Partners's COF Position: Q2 2026 in Review

FourThought Financial Partners reduced its Capital One (COF) stake by 3.2% in Q2 2026, selling an estimated $25.8K and leaving 4,050 shares worth $813K. The position accounts for 0.06% of the portfolio, ranked #157.

FourThought Financial Partners first reported a position in COF in Q1 2024 and has held it in 8 quarters since. The position peaked at $1.03M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

FourThought Financial Partners held 4,050 shares of Capital One worth $813K as of Q2 2026.
FourThought Financial Partners sold 135 Capital One shares in Q2 2026, an estimated $25.8K.
Capital One made up 0.06% of FourThought Financial Partners's portfolio in Q2 2026, its #157 holding.
FourThought Financial Partners first reported a position in Capital One in Q1 2024 and has held it in 8 quarters since.
FourThought Financial Partners's Capital One position peaked at $1.03M in Q4 2025.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on FourThought Financial Partners's 13F filing for Q2 2026, filed 12 Aug 2026.