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

HHM 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 		$428K Hold
2,132
– – 0.04% 143
2026
Q1 		$389K Buy
2,132
+687
+48% +$144K 0.04% 136
2025
Q4 		$350K Hold
1,445
– – 0.04% 141
2025
Q3 		$307K Sell
1,445
-199
-12% -$43.6K 0.04% 163
2025
Q2 		$350K Buy
1,644
+1,301
+379% +$243K 0.04% 143
2025
Q1 		$61.5K Buy
343
+208
+154% +$39.3K 0.01% 321
2024
Q4 		$24.1K Buy
135
+10
+8% +$1.73K ﹤0.01% 471
2024
Q3 		$18.7K Hold
125
– – ﹤0.01% 476
2024
Q2 		$17.3K Hold
125
– – ﹤0.01% 478
2024
Q1 		$18.6K Hold
125
– – ﹤0.01% 424
2023
Q4 		$16.4K Hold
125
– – ﹤0.01% 439
2023
Q3 		$12.1K Hold
125
– – ﹤0.01% 473
2023
Q2 		$13.7K Sell
125
-21
-14% -$2.1K ﹤0.01% 473
2023
Q1 		$14K Hold
146
– – ﹤0.01% 464
2022
Q4 		$13.6K Buy
146
+21
+17% +$2.06K ﹤0.01% 410
2022
Q3 		$12K Sell
125
-50
-29% -$5.32K ﹤0.01% 409
2022
Q2 		$18K Hold
175
– – ﹤0.01% 441
2022
Q1 		$23K Hold
175
– – 0.01% 423
2021
Q4 		$25K Hold
175
– – 0.01% 395
2021
Q3 		$28K Hold
175
– – 0.01% 366
2021
Q2 		$27K Hold
175
– – 0.01% 363
2021
Q1 		$22K Hold
175
– – 0.01% 366
2020
Q4 		$17K Hold
175
– – 0.01% 362
2020
Q3 		$13K Buy
175
+125
+250% +$8.36K 0.01% 360
2020
Q2 		$3K Hold
50
– – ﹤0.01% 433
2020
Q1 		$3K Buy
+50
New +$4.4K ﹤0.01% 413

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

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

HHM Wealth Advisors held its Capital One (COF) position steady in Q2 2026 at 2,132 shares worth $428K. The position accounts for 0.04% of the portfolio, ranked #143.

HHM Wealth Advisors first reported a position in COF in Q1 2020 and has held it in 26 quarters since. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • HHM Wealth Advisors held 2,132 shares of Capital One worth $428K as of Q2 2026.
  • HHM Wealth Advisors left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.04% of HHM Wealth Advisors's portfolio in Q2 2026, its #143 holding.
  • HHM Wealth Advisors first reported a position in Capital One in Q1 2020 and has held it in 26 quarters since.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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