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

Heartwood 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
Q3 		$309K Hold
1,599
– – 0.02% 182
2026
Q2 		$321K Hold
1,599
– – 0.02% 185
2026
Q1 		$292K Buy
1,599
+193
+14% +$40.4K 0.03% 181
2025
Q4 		$341K Buy
1,406
+7
+0.5% +$1.56K 0.03% 149
2025
Q3 		$297K Hold
1,399
– – 0.03% 162
2025
Q2 		$298K Hold
1,399
– – 0.03% 149
2025
Q1 		$251K Hold
1,399
– – 0.03% 159
2024
Q4 		$249K Hold
1,399
– – 0.03% 149
2024
Q3 		$209K Sell
1,399
-305
-18% -$43.4K 0.02% 170
2024
Q2 		$236K Hold
1,704
– – 0.03% 156
2024
Q1 		$254K Hold
1,704
– – 0.03% 131
2023
Q4 		$223K Buy
+1,704
New +$184K 0.03% 130

Other funds holding COF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Heartwood Wealth Advisors's COF Position: Q3 2026 in Review

Heartwood Wealth Advisors held its Capital One (COF) position steady in Q3 2026 at 1,599 shares worth $309K. The position accounts for 0.02% of the portfolio, ranked #182.

Heartwood Wealth Advisors first reported a position in COF in Q4 2023 and has held it in 12 quarters since. The position peaked at $341K in Q4 2025. 87 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Heartwood Wealth Advisors held 1,599 shares of Capital One worth $309K as of Q3 2026.
  • Heartwood Wealth Advisors left its Capital One share count unchanged in Q3 2026.
  • Capital One made up 0.02% of Heartwood Wealth Advisors's portfolio in Q3 2026, its #182 holding.
  • Heartwood Wealth Advisors first reported a position in Capital One in Q4 2023 and has held it in 12 quarters since.
  • Heartwood Wealth Advisors's Capital One position peaked at $341K in Q4 2025.
  • 87 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Heartwood Wealth Advisors's 13F filing for Q3 2026, filed 5 Oct 2026.