GWSA
COF icon

Global Wealth Strategies & Associates’s Capital One COF Stock Holding History

Global Wealth Strategies & Associates’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 		– Sell
-60
Closed -$10.9K – 163
2026
Q1 		$10.9K Hold
60
– – ﹤0.01% 303
2025
Q4 		$14.5K Hold
60
– – ﹤0.01% 270
2025
Q3 		$12.8K Sell
60
-15
-20% -$3.28K ﹤0.01% 262
2025
Q2 		$16K Hold
75
– – ﹤0.01% 183
2025
Q1 		$13.4K Hold
75
– – ﹤0.01% 223
2024
Q4 		$13.4K Buy
+75
New +$13K ﹤0.01% 201

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

Global Wealth Strategies & Associates's COF Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Capital One (COF) in Q2 2026, closing a stake of 60 shares — an estimated $10.9K sold.

Global Wealth Strategies & Associates first reported a position in COF in Q4 2024 and held it in 6 quarters. The position peaked at $16K in Q2 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Global Wealth Strategies & Associates reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Global Wealth Strategies & Associates sold 60 Capital One shares in Q2 2026, an estimated $10.9K.
  • Global Wealth Strategies & Associates first reported a position in Capital One in Q4 2024 and held it in 6 quarters.
  • Global Wealth Strategies & Associates's Capital One position peaked at $16K in Q2 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.