HWA
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HCR Wealth Advisors’s Capital One COF Stock Holding History

HCR 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 		$696K Sell
3,468
-26
-0.7% -$4.97K 0.06% 139
2026
Q1 		$638K Buy
3,494
+32
+0.9% +$6.69K 0.07% 134
2025
Q4 		$839K Buy
3,462
+84
+2% +$18.7K 0.08% 122
2025
Q3 		$722K Sell
3,378
-2
-0.1% -$438 0.07% 124
2025
Q2 		$719K Buy
+3,380
New +$631K 0.08% 117

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

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

HCR Wealth Advisors reduced its Capital One (COF) stake by 0.74% in Q2 2026, selling an estimated $4.97K and leaving 3,468 shares worth $696K. The position accounts for 0.06% of the portfolio, ranked #139.

HCR Wealth Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $839K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • HCR Wealth Advisors held 3,468 shares of Capital One worth $696K as of Q2 2026.
  • HCR Wealth Advisors sold 26 Capital One shares in Q2 2026, an estimated $4.97K.
  • Capital One made up 0.06% of HCR Wealth Advisors's portfolio in Q2 2026, its #139 holding.
  • HCR Wealth Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • HCR Wealth Advisors's Capital One position peaked at $839K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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