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Kingswood Wealth Advisors’s Capital One COF Stock Holding History

Kingswood 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 		$1.86M Buy
9,277
+1,328
+17% +$254K 0.08% 275
2026
Q1 		$1.45M Buy
7,949
+234
+3% +$48.9K 0.07% 290
2025
Q4 		$1.87M Buy
7,715
+6,267
+433% +$1.4M 0.09% 227
2025
Q3 		$308K Buy
1,448
+20
+1% +$4.38K 0.02% 619
2025
Q2 		$304K Buy
+1,428
New +$266K 0.02% 566
2024
Q4 		– Sell
-10,361
Closed -$1.55M – 813
2024
Q3 		$1.55M Buy
10,361
+8
+0.1% +$1.14K 0.11% 212
2024
Q2 		$1.43M Sell
10,353
-2,517
-20% -$353K 0.13% 170
2024
Q1 		$1.92M Buy
12,870
+2,403
+23% +$325K 0.22% 106
2023
Q4 		$1.37M Sell
10,467
-106
-1% -$11.4K 0.16% 151
2023
Q3 		$1.03M Buy
+10,573
New +$1.13M 0.18% 138

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 $3.38T AUM 44.17% 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

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

Kingswood Wealth Advisors increased its Capital One (COF) stake by 17% in Q2 2026, buying an estimated $254K and bringing the position to 9,277 shares worth $1.86M. The position accounts for 0.08% of the portfolio, ranked #275.

Kingswood Wealth Advisors first reported a position in COF in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.92M in Q1 2024. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Kingswood Wealth Advisors held 9,277 shares of Capital One worth $1.86M as of Q2 2026.
  • Kingswood Wealth Advisors bought 1,328 Capital One shares in Q2 2026, an estimated $254K.
  • Capital One made up 0.08% of Kingswood Wealth Advisors's portfolio in Q2 2026, its #275 holding.
  • Kingswood Wealth Advisors first reported a position in Capital One in Q3 2023 and has held it in 10 quarters since.
  • Kingswood Wealth Advisors's Capital One position peaked at $1.92M in Q1 2024.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.