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Keudell/Morrison Wealth Management’s Capital One COF Stock Holding History

Keudell/Morrison 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 		$334K Sell
1,666
-98
-6% -$18.7K 0.06% 180
2026
Q1 		$322K Buy
1,764
+437
+33% +$91.4K 0.07% 174
2025
Q4 		$322K Buy
+1,327
New +$295K 0.07% 173
2025
Q2 		$204K Buy
+958
New +$179K 0.05% 218
2025
Q1 		– Sell
-1,317
Closed -$235K – 221
2024
Q4 		$235K Buy
+1,317
New +$228K 0.06% 190

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

Keudell/Morrison Wealth Management's COF Position: Q2 2026 in Review

Keudell/Morrison Wealth Management reduced its Capital One (COF) stake by 5.6% in Q2 2026, selling an estimated $18.7K and leaving 1,666 shares worth $334K. The position accounts for 0.06% of the portfolio, ranked #180.

Keudell/Morrison Wealth Management first reported a position in COF in Q4 2024 and has held it in 5 quarters since. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Keudell/Morrison Wealth Management held 1,666 shares of Capital One worth $334K as of Q2 2026.
  • Keudell/Morrison Wealth Management sold 98 Capital One shares in Q2 2026, an estimated $18.7K.
  • Capital One made up 0.06% of Keudell/Morrison Wealth Management's portfolio in Q2 2026, its #180 holding.
  • Keudell/Morrison Wealth Management first reported a position in Capital One in Q4 2024 and has held it in 5 quarters since.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Keudell/Morrison Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.