Gilliland Jeter Wealth Management’s Capital One COF Stock Holding History

Gilliland Jeter Wealth Management’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	$682K	Buy	3,398 +9	+0.3%	+$1.72K	0.18%	102
2026 Q1	$618K	Buy	3,389 +8	+0.2%	+$1.67K	0.18%	98
2025 Q4	$819K	Buy	3,381 +8	+0.2%	+$1.78K	0.25%	79
2025 Q3	$717K	Buy	3,373 +5	+0.1%	+$1.09K	0.22%	93
2025 Q2	$717K	Buy	3,368 +1,193	+55%	+$223K	0.23%	92
2025 Q1	$390K	Buy	2,175 +6	+0.3%	+$1.13K	0.14%	120
2024 Q4	$387K	Buy	2,169 +6	+0.3%	+$1.04K	0.13%	123
2024 Q3	$324K	Buy	2,163 +9	+0.4%	+$1.28K	0.1%	139
2024 Q2	$298K	Buy	2,154 +9	+0.4%	+$1.26K	0.1%	137
2024 Q1	$319K	Buy	2,145 +9	+0.4%	+$1.22K	0.11%	135
2023 Q4	$280K	Buy	+2,136	New	+$230K	0.12%	135

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 $3.37T AUM 44.26% 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

Gilliland Jeter Wealth Management's COF Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Capital One (COF) stake by 0.27% in Q2 2026, buying an estimated $1.72K and bringing the position to 3,398 shares worth $682K. The position accounts for 0.18% of the portfolio, ranked #102.

Gilliland Jeter Wealth Management first reported a position in COF in Q4 2023 and has held it in 11 quarters since. The position peaked at $819K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Gilliland Jeter Wealth Management held 3,398 shares of Capital One worth $682K as of Q2 2026.
Gilliland Jeter Wealth Management bought 9 Capital One shares in Q2 2026, an estimated $1.72K.
Capital One made up 0.18% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #102 holding.
Gilliland Jeter Wealth Management first reported a position in Capital One in Q4 2023 and has held it in 11 quarters since.
Gilliland Jeter Wealth Management's Capital One position peaked at $819K in Q4 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.