Lantz Financial’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$251K Sell
1,249
-4
-0.3% -$765 0.05% 233
2026
Q1
$229K Buy
1,253
+99
+9% +$20.7K 0.05% 227
2025
Q4
$280K Buy
1,154
+57
+5% +$12.7K 0.06% 214
2025
Q3
$233K Sell
1,097
-23
-2% -$5.04K 0.05% 230
2025
Q2
$238K Buy
+1,120
New +$209K 0.06% 212

Other funds holding COF

Lantz Financial's COF Position: Q2 2026 in Review

Lantz Financial reduced its Capital One (COF) stake by 0.32% in Q2 2026, selling an estimated $765 and leaving 1,249 shares worth $251K. The position accounts for 0.05% of the portfolio, ranked #233.

Lantz Financial first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $280K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Lantz Financial held 1,249 shares of Capital One worth $251K as of Q2 2026.
  • Lantz Financial sold 4 Capital One shares in Q2 2026, an estimated $765.
  • Capital One made up 0.05% of Lantz Financial's portfolio in Q2 2026, its #233 holding.
  • Lantz Financial first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Lantz Financial's Capital One position peaked at $280K in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Lantz Financial's 13F filing for Q2 2026, filed 9 Jul 2026.