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Golden State Wealth Management’s Capital One COF Stock Holding History

Golden State 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 		$389K Buy
1,939
+154
+9% +$29.5K 0.04% 319
2026
Q1 		$326K Buy
1,785
+337
+23% +$70.5K 0.04% 315
2025
Q4 		$351K Sell
1,448
-29
-2% -$6.46K 0.04% 304
2025
Q3 		$314K Buy
1,477
+312
+27% +$68.3K 0.03% 310
2025
Q2 		$248K Buy
1,165
+572
+96% +$107K 0.03% 332
2025
Q1 		$106K Buy
593
+3
+0.5% +$567 0.02% 429
2024
Q4 		$105K Buy
+590
New +$102K 0.02% 420
2020
Q4 		– Sell
-1,400
Closed -$101K – 259
2020
Q3 		$101K Buy
+1,400
New +$93.6K 0.03% 257
2020
Q2 		– Sell
-1,949
Closed -$98K – 373
2020
Q1 		$98K Buy
+1,949
New +$171K 0.04% 250
2019
Q4 		– Sell
-948
Closed -$86K – 211
2019
Q3 		$86K Buy
948
+300
+46% +$27K 0.03% 335
2019
Q2 		$58K Sell
648
-57
-8% -$5.1K 0.02% 419
2019
Q1 		$58K Buy
+705
New +$57.3K 0.02% 407

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 $3.38T AUM 44.17% 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

Golden State Wealth Management's COF Position: Q2 2026 in Review

Golden State Wealth Management increased its Capital One (COF) stake by 8.6% in Q2 2026, buying an estimated $29.5K and bringing the position to 1,939 shares worth $389K. The position accounts for 0.04% of the portfolio, ranked #319.

Golden State Wealth Management first reported a position in COF in Q1 2019 and has held it in 12 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Golden State Wealth Management held 1,939 shares of Capital One worth $389K as of Q2 2026.
  • Golden State Wealth Management bought 154 Capital One shares in Q2 2026, an estimated $29.5K.
  • Capital One made up 0.04% of Golden State Wealth Management's portfolio in Q2 2026, its #319 holding.
  • Golden State Wealth Management first reported a position in Capital One in Q1 2019 and has held it in 12 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.