IFWM
COF icon

Institute for Wealth Management’s Capital One COF Stock Holding History

Institute for 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 		$576K Sell
2,871
-5
-0.2% -$956 0.05% 297
2026
Q1 		$525K Sell
2,876
-73
-2% -$15.3K 0.06% 310
2025
Q4 		$715K Buy
2,949
+5
+0.2% +$1.11K 0.08% 248
2025
Q3 		$626K Hold
2,944
– – 0.07% 276
2025
Q2 		$626K Buy
+2,944
New +$549K 0.07% 268

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

Institute for Wealth Management's COF Position: Q2 2026 in Review

Institute for Wealth Management reduced its Capital One (COF) stake by 0.17% in Q2 2026, selling an estimated $956 and leaving 2,871 shares worth $576K. The position accounts for 0.05% of the portfolio, ranked #297.

Institute for Wealth Management first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $715K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Institute for Wealth Management held 2,871 shares of Capital One worth $576K as of Q2 2026.
  • Institute for Wealth Management sold 5 Capital One shares in Q2 2026, an estimated $956.
  • Capital One made up 0.05% of Institute for Wealth Management's portfolio in Q2 2026, its #297 holding.
  • Institute for Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Institute for Wealth Management's Capital One position peaked at $715K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.