LWA
COF icon

Legacy Wealth Advisors’s Capital One COF Stock Holding History

Legacy 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 		$283K Buy
+1,411
New +$270K 0.12% 108

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 Wealth Advisors's COF Position: Q2 2026 in Review

Legacy Wealth Advisors opened a new position in Capital One (COF) in Q2 2026: 1,411 shares worth $283K. The stake represents 0.12% of the portfolio and ranks #108 among its holdings.

2,113 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Legacy Wealth Advisors held 1,411 shares of Capital One worth $283K as of Q2 2026.
  • Capital One was a new Legacy Wealth Advisors position in Q2 2026.
  • Capital One made up 0.12% of Legacy Wealth Advisors's portfolio in Q2 2026, its #108 holding.
  • 2,113 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Legacy Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.