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Legacy Financial Independent Advisors’s Capital One COF Stock Holding History

Legacy Financial Independent 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 		$2.31M Sell
11,529
-10,385
-47% -$1.99M 1.09% 34
2026
Q1 		$4M Buy
+21,914
New +$4.58M 2.08% 18

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

Legacy Financial Independent Advisors's COF Position: Q2 2026 in Review

Legacy Financial Independent Advisors reduced its Capital One (COF) stake by 47% in Q2 2026, selling an estimated $1.99M and leaving 11,529 shares worth $2.31M. The position accounts for 1.09% of the portfolio, ranked #34.

Legacy Financial Independent Advisors first reported a position in COF in Q1 2026 and has held it in 2 quarters since. The position peaked at $4M in Q1 2026. 2,109 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Legacy Financial Independent Advisors held 11,529 shares of Capital One worth $2.31M as of Q2 2026.
  • Legacy Financial Independent Advisors sold 10,385 Capital One shares in Q2 2026, an estimated $1.99M.
  • Capital One made up 1.09% of Legacy Financial Independent Advisors's portfolio in Q2 2026, its #34 holding.
  • Legacy Financial Independent Advisors first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
  • Legacy Financial Independent Advisors's Capital One position peaked at $4M in Q1 2026.
  • 2,109 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Legacy Financial Independent Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.