IFG
COF icon

Independent Financial Group’s Capital One COF Stock Holding History

Independent Financial Group’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 		$3.33M Buy
16,582
+1,569
+10% +$300K 0.06% 323
2026
Q1 		$2.74M Buy
15,013
+1,854
+14% +$388K 0.06% 327
2025
Q4 		$3.19M Sell
13,159
-286
-2% -$63.7K 0.07% 270
2025
Q3 		$2.86M Buy
13,445
+4,347
+48% +$952K 0.07% 279
2025
Q2 		$1.94M Buy
+9,098
New +$1.7M 0.05% 348
2025
Q1 		– Sell
-1,558
Closed -$278K – 1195
2024
Q4 		$278K Buy
1,558
+132
+9% +$22.9K 0.01% 927
2024
Q3 		$214K Sell
1,426
-376
-21% -$53.5K 0.01% 1042
2024
Q2 		$249K Buy
1,802
+69
+4% +$9.68K 0.01% 925
2024
Q1 		$258K Buy
1,733
+144
+9% +$19.5K 0.01% 850
2023
Q4 		$208K Buy
+1,589
New +$171K 0.01% 876
2022
Q2 		– Sell
-2,007
Closed -$263K – 729
2022
Q1 		$263K Buy
+2,007
New +$293K 0.02% 641
2021
Q4 		– Sell
-1,377
Closed -$223K – 785
2021
Q3 		$223K Buy
+1,377
New +$225K 0.02% 632

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

Independent Financial Group's COF Position: Q2 2026 in Review

Independent Financial Group increased its Capital One (COF) stake by 10% in Q2 2026, buying an estimated $300K and bringing the position to 16,582 shares worth $3.33M. The position accounts for 0.06% of the portfolio, ranked #323.

Independent Financial Group first reported a position in COF in Q3 2021 and has held it in 12 quarters since. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Independent Financial Group held 16,582 shares of Capital One worth $3.33M as of Q2 2026.
  • Independent Financial Group bought 1,569 Capital One shares in Q2 2026, an estimated $300K.
  • Capital One made up 0.06% of Independent Financial Group's portfolio in Q2 2026, its #323 holding.
  • Independent Financial Group first reported a position in Capital One in Q3 2021 and has held it in 12 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.