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Legacy Wealth Management (Idaho)’s Capital One COF Stock Holding History

Legacy Wealth Management (Idaho)’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 		– Sell
-245
Closed -$44.7K – 336
2026
Q1 		$44.7K Buy
245
+18
+8% +$3.77K 0.02% 282
2025
Q4 		$55K Buy
227
+85
+60% +$18.9K 0.03% 207
2025
Q3 		$30.2K Hold
142
– – 0.01% 228
2025
Q2 		$30.2K Sell
142
-3
-2% -$560 0.02% 202
2025
Q1 		$26K Hold
145
– – 0.02% 210
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

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 $3.38T AUM 44.17% 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 Management (Idaho)'s COF Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Capital One (COF) in Q2 2026, closing a stake of 245 shares — an estimated $44.7K sold.

Legacy Wealth Management (Idaho) first reported a position in COF in Q3 2024 and held it in 7 quarters. The position peaked at $55K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 245 Capital One shares in Q2 2026, an estimated $44.7K.
  • Legacy Wealth Management (Idaho) first reported a position in Capital One in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Capital One position peaked at $55K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.