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Kingsview Wealth Management’s Capital One COF Stock Holding History

Kingsview 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 		$4.31M Sell
21,478
-32,922
-61% -$6.3M 0.05% 346
2026
Q1 		$9.92M Sell
54,400
-170,088
-76% -$35.6M 0.14% 133
2025
Q4 		$54.4M Buy
224,488
+213,107
+1,872% +$47.4M 0.78% 25
2025
Q3 		$2.42M Sell
11,381
-296
-3% -$64.8K 0.04% 422
2025
Q2 		$2.48M Buy
11,677
+2,324
+25% +$434K 0.04% 392
2025
Q1 		$1.68M Buy
9,353
+1,065
+13% +$201K 0.03% 420
2024
Q4 		$1.48M Buy
8,288
+424
+5% +$73.4K 0.03% 462
2024
Q3 		$1.18M Buy
7,864
+2,667
+51% +$380K 0.02% 493
2024
Q2 		$719K Sell
5,197
-12,244
-70% -$1.72M 0.02% 586
2024
Q1 		$2.6M Buy
17,441
+764
+5% +$103K 0.07% 278
2023
Q4 		$2.19M Buy
16,677
+12,044
+260% +$1.3M 0.07% 258
2023
Q3 		$450K Sell
4,633
-138
-3% -$14.8K 0.02% 642
2023
Q2 		$522K Sell
4,771
-8
-0.2% -$801 0.02% 577
2023
Q1 		$460K Buy
4,779
+489
+11% +$51.2K 0.02% 603
2022
Q4 		$399K Buy
4,290
+406
+10% +$39.9K 0.02% 577
2022
Q3 		$358K Buy
3,884
+305
+9% +$32.5K 0.02% 587
2022
Q2 		$373K Sell
3,579
-502
-12% -$61.4K 0.02% 600
2022
Q1 		$536K Buy
4,081
+66
+2% +$9.62K 0.02% 554
2021
Q4 		$583K Buy
4,015
+1,048
+35% +$162K 0.02% 532
2021
Q3 		$481K Buy
2,967
+13
+0.4% +$2.12K 0.02% 556
2021
Q2 		$464K Sell
2,954
-79
-3% -$11.9K 0.02% 580
2021
Q1 		$394K Buy
3,033
+183
+6% +$21.6K 0.02% 570
2020
Q4 		$282K Buy
+2,850
New +$242K 0.02% 568
2020
Q1 		– Sell
-2,301
Closed -$237K – 511
2019
Q4 		$237K Buy
+2,301
New +$222K 0.03% 416
2019
Q2 		– Sell
-2,778
Closed -$227K – 461
2019
Q1 		$227K Sell
2,778
-255
-8% -$20.7K 0.03% 403
2018
Q4 		$229K Buy
3,033
+631
+26% +$54.6K 0.05% 322
2018
Q3 		$228K Buy
+2,402
New +$234K 0.05% 323

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

Kingsview Wealth Management's COF Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Capital One (COF) stake by 61% in Q2 2026, selling an estimated $6.3M and leaving 21,478 shares worth $4.31M. The position accounts for 0.05% of the portfolio, ranked #346.

Kingsview Wealth Management first reported a position in COF in Q3 2018 and has held it in 27 quarters since. The position peaked at $54.4M in Q4 2025. 2,116 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Kingsview Wealth Management held 21,478 shares of Capital One worth $4.31M as of Q2 2026.
  • Kingsview Wealth Management sold 32,922 Capital One shares in Q2 2026, an estimated $6.3M.
  • Capital One made up 0.05% of Kingsview Wealth Management's portfolio in Q2 2026, its #346 holding.
  • Kingsview Wealth Management first reported a position in Capital One in Q3 2018 and has held it in 27 quarters since.
  • Kingsview Wealth Management's Capital One position peaked at $54.4M in Q4 2025.
  • 2,116 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.