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Inlet Private Wealth’s Capital One COF Stock Holding History

Inlet Private Wealth’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 		$227K Sell
1,131
-156
-12% -$29.8K 0.06% 128
2026
Q1 		$235K Sell
1,287
-1,022
-44% -$214K 0.06% 121
2025
Q4 		$560K Buy
2,309
+280
+14% +$62.3K 0.13% 100
2025
Q3 		$431K Buy
2,029
+87
+4% +$19K 0.1% 109
2025
Q2 		$413K Buy
+1,942
New +$362K 0.1% 108

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 $3.38T AUM 44.17% 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

Inlet Private Wealth's COF Position: Q2 2026 in Review

Inlet Private Wealth reduced its Capital One (COF) stake by 12% in Q2 2026, selling an estimated $29.8K and leaving 1,131 shares worth $227K. The position accounts for 0.06% of the portfolio, ranked #128.

Inlet Private Wealth first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $560K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Inlet Private Wealth held 1,131 shares of Capital One worth $227K as of Q2 2026.
  • Inlet Private Wealth sold 156 Capital One shares in Q2 2026, an estimated $29.8K.
  • Capital One made up 0.06% of Inlet Private Wealth's portfolio in Q2 2026, its #128 holding.
  • Inlet Private Wealth first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Inlet Private Wealth's Capital One position peaked at $560K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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