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Legacy Investment Solutions’s Capital One COF Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$30.2K Buy
+142
New +$26.5K 0.02% 202
2024
Q4 		$29.5K Buy
145
+3
+2% +$519 0.02% 170
2024
Q3 		$26.3K Buy
+142
New +$20.2K 0.02% 180

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Legacy Investment Solutions's COF Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Capital One (COF) in Q2 2025: 142 shares worth $30.2K. The stake represents 0.02% of the portfolio and ranks #202 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in COF as recently as Q4 2024.

Legacy Investment Solutions first reported a position in COF in Q3 2024 and has held it in 3 quarters since. 1,959 funds tracked by Wall St. Rank hold COF as of Q2 2025.

  • Legacy Investment Solutions held 142 shares of Capital One worth $30.2K as of Q2 2025.
  • Capital One was a new Legacy Investment Solutions position in Q2 2025.
  • Capital One made up 0.02% of Legacy Investment Solutions's portfolio in Q2 2025, its #202 holding.
  • Legacy Investment Solutions first reported a position in Capital One in Q3 2024 and has held it in 3 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Capital One as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.