IAG Wealth Partners’s Capital One COF Stock Holding History

IAG Wealth Partners’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	$43.3K	Hold	216	–	–	﹤0.01%	229
2026 Q1	$39.4K	Hold	216	–	–	﹤0.01%	232
2025 Q4	$52.3K	Buy	216 +101	+88%	+$22.5K	0.01%	203
2025 Q3	$24.4K	Hold	115	–	–	﹤0.01%	288
2025 Q2	$24.5K	Buy	115 +40	+53%	+$7.46K	﹤0.01%	265
2025 Q1	$13.4K	Hold	75	–	–	﹤0.01%	309
2024 Q4	$13.4K	Hold	75	–	–	﹤0.01%	312
2024 Q3	$11.2K	Hold	75	–	–	﹤0.01%	331
2024 Q2	$10.4K	Hold	75	–	–	﹤0.01%	326
2024 Q1	$11.2K	Hold	75	–	–	﹤0.01%	300
2023 Q4	$9.83K	Hold	75	–	–	﹤0.01%	307
2023 Q3	$7.28K	Hold	75	–	–	﹤0.01%	334
2023 Q2	$8.2K	Hold	75	–	–	﹤0.01%	334
2023 Q1	$7.21K	Hold	75	–	–	﹤0.01%	349
2022 Q4	$6.97K	Sell	75 -13	-15%	-$1.28K	﹤0.01%	324
2022 Q3	$8K	Hold	88	–	–	﹤0.01%	290
2022 Q2	$9K	Hold	88	–	–	﹤0.01%	283
2022 Q1	$12K	Buy	88 +13	+17%	+$1.9K	﹤0.01%	274
2021 Q4	$11K	Hold	75	–	–	﹤0.01%	287
2021 Q3	$13K	Hold	75	–	–	﹤0.01%	238
2021 Q2	$12K	Sell	75 -35	-32%	-$5.28K	﹤0.01%	240
2021 Q1	$14K	Hold	110	–	–	0.01%	219
2020 Q4	$11K	Hold	110	–	–	﹤0.01%	229
2020 Q3	$8K	Hold	110	–	–	﹤0.01%	245
2020 Q2	$7K	Hold	110	–	–	﹤0.01%	261
2020 Q1	$6K	Hold	110	–	–	﹤0.01%	256
2019 Q4	$12K	Buy	+110	New	+$10.6K	0.01%	231

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

IAG Wealth Partners's COF Position: Q2 2026 in Review

IAG Wealth Partners held its Capital One (COF) position steady in Q2 2026 at 216 shares worth $43.3K. The position accounts for ﹤0.01% of the portfolio, ranked #229.

IAG Wealth Partners first reported a position in COF in Q4 2019 and has held it in 27 quarters since. The position peaked at $52.3K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

IAG Wealth Partners held 216 shares of Capital One worth $43.3K as of Q2 2026.
IAG Wealth Partners left its Capital One share count unchanged in Q2 2026.
Capital One made up ﹤0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #229 holding.
IAG Wealth Partners first reported a position in Capital One in Q4 2019 and has held it in 27 quarters since.
IAG Wealth Partners's Capital One position peaked at $52.3K in Q4 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.