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Independent Solutions Wealth Management’s Capital One COF Stock Holding History

Independent Solutions 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 		$481K Sell
2,399
-130
-5% -$24.9K 0.06% 145
2026
Q1 		$461K Sell
2,529
-26
-1% -$5.44K 0.07% 141
2025
Q4 		$619K Sell
2,555
-50
-2% -$11.1K 0.11% 116
2025
Q3 		$554K Buy
2,605
+384
+17% +$84.1K 0.1% 121
2025
Q2 		$473K Buy
+2,221
New +$414K 0.09% 126

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

Independent Solutions Wealth Management reduced its Capital One (COF) stake by 5.1% in Q2 2026, selling an estimated $24.9K and leaving 2,399 shares worth $481K. The position accounts for 0.06% of the portfolio, ranked #145.

Independent Solutions Wealth Management first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $619K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Independent Solutions Wealth Management held 2,399 shares of Capital One worth $481K as of Q2 2026.
  • Independent Solutions Wealth Management sold 130 Capital One shares in Q2 2026, an estimated $24.9K.
  • Capital One made up 0.06% of Independent Solutions Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Independent Solutions Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Independent Solutions Wealth Management's Capital One position peaked at $619K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Independent Solutions Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.