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IMG Wealth Management’s Capital One COF Stock Holding History

IMG Wealth Management’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 		$12.6K Sell
63
-28
-31% -$5.36K 0.01% 288
2026
Q1 		$16.6K Buy
91
+47
+107% +$9.83K 0.01% 253
2025
Q4 		$10.7K Sell
44
-4
-8% -$890 0.01% 311
2025
Q3 		$10.2K Buy
48
+4
+9% +$876 0.01% 267
2025
Q2 		$9.36K Buy
+44
New +$8.21K 0.01% 272

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

IMG Wealth Management's COF Position: Q2 2026 in Review

IMG Wealth Management reduced its Capital One (COF) stake by 31% in Q2 2026, selling an estimated $5.36K and leaving 63 shares worth $12.6K. The position accounts for 0.01% of the portfolio, ranked #288.

IMG Wealth Management first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $16.6K in Q1 2026. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • IMG Wealth Management held 63 shares of Capital One worth $12.6K as of Q2 2026.
  • IMG Wealth Management sold 28 Capital One shares in Q2 2026, an estimated $5.36K.
  • Capital One made up 0.01% of IMG Wealth Management's portfolio in Q2 2026, its #288 holding.
  • IMG Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • IMG Wealth Management's Capital One position peaked at $16.6K in Q1 2026.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.