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FSM Wealth Advisors’s Capital One COF Stock Holding History

FSM Wealth 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 		$235K Buy
+1,170
New +$224K 0.03% 309
2026
Q1 		– Sell
-1,099
Closed -$266K – 321
2025
Q4 		$266K Buy
1,099
+17
+2% +$3.78K 0.04% 259
2025
Q3 		$230K Buy
+1,082
New +$237K 0.03% 286

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

FSM Wealth Advisors's COF Position: Q2 2026 in Review

FSM Wealth Advisors opened a new position in Capital One (COF) in Q2 2026: 1,170 shares worth $235K. The stake represents 0.03% of the portfolio and ranks #309 among its holdings. This is a return to the name: FSM Wealth Advisors previously reported a position in COF as recently as Q4 2025.

FSM Wealth Advisors first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $266K in Q4 2025. 404 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • FSM Wealth Advisors held 1,170 shares of Capital One worth $235K as of Q2 2026.
  • Capital One was a new FSM Wealth Advisors position in Q2 2026.
  • Capital One made up 0.03% of FSM Wealth Advisors's portfolio in Q2 2026, its #309 holding.
  • FSM Wealth Advisors first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • FSM Wealth Advisors's Capital One position peaked at $266K in Q4 2025.
  • 404 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on FSM Wealth Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.