KFI
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Key Financial Inc’s Capital One COF Stock Holding History

Key Financial Inc’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 		$179K Sell
894
-100
-10% -$19.1K 0.03% 319
2026
Q1 		$181K Buy
994
+96
+11% +$20.1K 0.03% 304
2025
Q4 		$218K Sell
898
-50
-5% -$11.1K 0.04% 274
2025
Q3 		$202K Buy
948
+54
+6% +$11.8K 0.04% 290
2025
Q2 		$190K Buy
894
+884
+8,840% +$165K 0.04% 284
2025
Q1 		$1.79K Hold
10
– – ﹤0.01% 1157
2024
Q4 		$1.78K Hold
10
– – ﹤0.01% 1164
2024
Q3 		$1.5K Buy
+10
New +$1.42K ﹤0.01% 1140

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 $3.37T AUM 44.26% 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

Key Financial Inc's COF Position: Q2 2026 in Review

Key Financial Inc reduced its Capital One (COF) stake by 10% in Q2 2026, selling an estimated $19.1K and leaving 894 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #319.

Key Financial Inc first reported a position in COF in Q3 2024 and has held it in 8 quarters since. The position peaked at $218K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Key Financial Inc held 894 shares of Capital One worth $179K as of Q2 2026.
  • Key Financial Inc sold 100 Capital One shares in Q2 2026, an estimated $19.1K.
  • Capital One made up 0.03% of Key Financial Inc's portfolio in Q2 2026, its #319 holding.
  • Key Financial Inc first reported a position in Capital One in Q3 2024 and has held it in 8 quarters since.
  • Key Financial Inc's Capital One position peaked at $218K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Key Financial Inc's 13F filing for Q2 2026, filed 24 Jul 2026.