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JFS Wealth Advisors’s Capital One COF Stock Holding History

JFS Wealth Advisors’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 		$523K Sell
2,608
-17
-0.6% -$3.25K 0.03% 225
2026
Q1 		$479K Sell
2,625
-35
-1% -$7.32K 0.03% 233
2025
Q4 		$645K Sell
2,660
-201
-7% -$44.7K 0.04% 204
2025
Q3 		$608K Buy
2,861
+2,517
+732% +$551K 0.04% 211
2025
Q2 		$73.3K Buy
344
+203
+144% +$37.9K ﹤0.01% 414
2025
Q1 		$25.3K Buy
141
+14
+11% +$2.65K ﹤0.01% 611
2024
Q4 		$22.6K Hold
127
– – ﹤0.01% 611
2024
Q3 		$19K Buy
127
+5
+4% +$712 ﹤0.01% 656
2024
Q2 		$16.9K Sell
122
-4
-3% -$561 ﹤0.01% 641
2024
Q1 		$18.8K Sell
126
-19
-13% -$2.57K ﹤0.01% 640
2023
Q4 		$19K Buy
145
+8
+6% +$863 ﹤0.01% 595
2023
Q3 		$13.3K Buy
137
+22
+19% +$2.35K ﹤0.01% 634
2023
Q2 		$12.6K Buy
115
+50
+77% +$5.01K ﹤0.01% 660
2023
Q1 		$6.25K Sell
65
-31
-32% -$3.25K ﹤0.01% 902
2022
Q4 		$8.92K Buy
96
+28
+41% +$2.75K ﹤0.01% 756
2022
Q3 		$6K Sell
68
-101
-60% -$10.8K ﹤0.01% 898
2022
Q2 		$18K Buy
169
+63
+59% +$7.7K ﹤0.01% 604
2022
Q1 		$14K Sell
106
-141
-57% -$20.6K ﹤0.01% 689
2021
Q4 		$36K Sell
247
-20
-7% -$3.09K ﹤0.01% 473
2021
Q3 		$43K Buy
267
+249
+1,383% +$40.6K ﹤0.01% 437
2021
Q2 		$3K Buy
+18
New +$2.72K ﹤0.01% 525
2016
Q2 		– Sell
-40
Closed -$3K – 522
2016
Q1 		$3K Buy
+40
New +$2.64K ﹤0.01% 478
2015
Q3 		– Sell
-241
Closed -$21K – 495
2015
Q2 		$21K Hold
241
– – 0.01% 269
2015
Q1 		$19K Sell
241
-135
-36% -$10.6K 0.01% 289
2014
Q4 		$31K Buy
+376
New +$30.6K ﹤0.01% 244

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

JFS Wealth Advisors's COF Position: Q2 2026 in Review

JFS Wealth Advisors reduced its Capital One (COF) stake by 0.65% in Q2 2026, selling an estimated $3.25K and leaving 2,608 shares worth $523K. The position accounts for 0.03% of the portfolio, ranked #225.

JFS Wealth Advisors first reported a position in COF in Q4 2014 and has held it in 25 quarters since. The position peaked at $645K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • JFS Wealth Advisors held 2,608 shares of Capital One worth $523K as of Q2 2026.
  • JFS Wealth Advisors sold 17 Capital One shares in Q2 2026, an estimated $3.25K.
  • Capital One made up 0.03% of JFS Wealth Advisors's portfolio in Q2 2026, its #225 holding.
  • JFS Wealth Advisors first reported a position in Capital One in Q4 2014 and has held it in 25 quarters since.
  • JFS Wealth Advisors's Capital One position peaked at $645K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.