Legacy Capital Wealth Partners’s Capital One COF Stock Holding History

Legacy Capital Wealth Partners’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	$623K	Buy	3,107 +7	+0.2%	+$1.34K	0.12%	172
2026 Q1	$565K	Sell	3,100 -45	-1%	-$9.41K	0.12%	186
2025 Q4	$762K	Sell	3,145 -245	-7%	-$54.5K	0.16%	133
2025 Q3	$721K	Buy	3,390 +54	+2%	+$11.8K	0.16%	142
2025 Q2	$710K	Buy	3,336 +1,284	+63%	+$240K	0.16%	128
2025 Q1	$368K	Sell	2,052 -25	-1%	-$4.72K	0.09%	241
2024 Q4	$370K	Sell	2,077 -45	-2%	-$7.79K	0.09%	233
2024 Q3	$318K	Buy	2,122 +125	+6%	+$17.8K	0.06%	264
2024 Q2	$277K	Buy	+1,997	New	+$280K	0.07%	253
2024 Q1	–	Sell	-1,805	Closed	-$237K	–	159
2023 Q4	$237K	Buy	+1,805	New	+$195K	0.07%	254

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 $3.38T AUM 44.17% 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

Legacy Capital Wealth Partners's COF Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Capital One (COF) stake by 0.23% in Q2 2026, buying an estimated $1.34K and bringing the position to 3,107 shares worth $623K. The position accounts for 0.12% of the portfolio, ranked #172.

Legacy Capital Wealth Partners first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $762K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Legacy Capital Wealth Partners held 3,107 shares of Capital One worth $623K as of Q2 2026.
Legacy Capital Wealth Partners bought 7 Capital One shares in Q2 2026, an estimated $1.34K.
Capital One made up 0.12% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #172 holding.
Legacy Capital Wealth Partners first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Legacy Capital Wealth Partners's Capital One position peaked at $762K in Q4 2025.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.