JTWM
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Jackson Thornton Wealth Management’s Capital One COF Stock Holding History

Jackson Thornton 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 		$605K Buy
3,018
+1,076
+55% +$206K 0.05% 121
2026
Q1 		$375K Sell
1,942
-1,384
-42% -$289K 0.03% 145
2025
Q4 		$858K Buy
3,326
+891
+37% +$198K 0.08% 68
2025
Q3 		$516K Buy
2,435
+1,237
+103% +$271K 0.05% 92
2025
Q2 		$261K Buy
+1,198
New +$224K 0.03% 102

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

Jackson Thornton Wealth Management's COF Position: Q2 2026 in Review

Jackson Thornton Wealth Management increased its Capital One (COF) stake by 55% in Q2 2026, buying an estimated $206K and bringing the position to 3,018 shares worth $605K. The position accounts for 0.05% of the portfolio, ranked #121.

Jackson Thornton Wealth Management first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $858K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Jackson Thornton Wealth Management held 3,018 shares of Capital One worth $605K as of Q2 2026.
  • Jackson Thornton Wealth Management bought 1,076 Capital One shares in Q2 2026, an estimated $206K.
  • Capital One made up 0.05% of Jackson Thornton Wealth Management's portfolio in Q2 2026, its #121 holding.
  • Jackson Thornton Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Jackson Thornton Wealth Management's Capital One position peaked at $858K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Jackson Thornton Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.