Kiley Juergens Wealth Management’s Capital One COF Stock Holding History

Kiley Juergens 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	$263K	Buy	1,313 +36	+3%	+$6.89K	0.04%	208
2026 Q1	$233K	Buy	+1,277	New	+$267K	0.04%	217
2018 Q4	–	Sell	-347	Closed	-$32K	–	153
2018 Q3	$32K	Sell	347 -286	-45%	-$27.8K	0.02%	296
2018 Q2	$58K	Buy	+633	New	+$59.9K	0.05%	185
2018 Q1	–	Sell	-796	Closed	-$79K	–	184
2017 Q4	$79K	Buy	+796	New	+$72.6K	0.07%	151

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Kiley Juergens Wealth Management's COF Position: Q2 2026 in Review

Kiley Juergens Wealth Management increased its Capital One (COF) stake by 2.8% in Q2 2026, buying an estimated $6.89K and bringing the position to 1,313 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #208.

Kiley Juergens Wealth Management first reported a position in COF in Q4 2017 and has held it in 5 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Kiley Juergens Wealth Management held 1,313 shares of Capital One worth $263K as of Q2 2026.
Kiley Juergens Wealth Management bought 36 Capital One shares in Q2 2026, an estimated $6.89K.
Capital One made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #208 holding.
Kiley Juergens Wealth Management first reported a position in Capital One in Q4 2017 and has held it in 5 quarters since.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.