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Goldstone Financial Group’s Capital One COF Stock Holding History

Goldstone Financial Group’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 		$226K Sell
1,125
-4
-0.4% -$765 0.02% 225
2026
Q1 		$206K Sell
1,129
-435
-28% -$91K 0.02% 221
2025
Q4 		$379K Buy
+1,564
New +$348K 0.04% 180

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

Goldstone Financial Group's COF Position: Q2 2026 in Review

Goldstone Financial Group reduced its Capital One (COF) stake by 0.35% in Q2 2026, selling an estimated $765 and leaving 1,125 shares worth $226K. The position accounts for 0.02% of the portfolio, ranked #225.

Goldstone Financial Group first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $379K in Q4 2025. 2,126 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Goldstone Financial Group held 1,125 shares of Capital One worth $226K as of Q2 2026.
  • Goldstone Financial Group sold 4 Capital One shares in Q2 2026, an estimated $765.
  • Capital One made up 0.02% of Goldstone Financial Group's portfolio in Q2 2026, its #225 holding.
  • Goldstone Financial Group first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Goldstone Financial Group's Capital One position peaked at $379K in Q4 2025.
  • 2,126 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Goldstone Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.