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LifeGoal Wealth Advisors’s Capital One COF Stock Holding History

LifeGoal 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 		$405K Buy
+2,017
New +$386K 0.19% 78
2026
Q1 		– Sell
-1,186
Closed -$287K – 113
2025
Q4 		$287K Buy
+1,186
New +$264K 0.19% 61

Other funds holding COF

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
ECSS
Eurizon Capital SGR SpA Milan $37.3B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ECM
Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Pictet Asset Management
Pictet Asset Management Carouge, Switzerland $105B AUM 38.07% 1-Year Est. Return

LifeGoal Wealth Advisors's COF Position: Q2 2026 in Review

LifeGoal Wealth Advisors opened a new position in Capital One (COF) in Q2 2026: 2,017 shares worth $405K. The stake represents 0.19% of the portfolio and ranks #78 among its holdings. This is a return to the name: LifeGoal Wealth Advisors previously reported a position in COF as recently as Q4 2025.

LifeGoal Wealth Advisors first reported a position in COF in Q4 2025 and has held it in 2 quarters since. 891 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • LifeGoal Wealth Advisors held 2,017 shares of Capital One worth $405K as of Q2 2026.
  • Capital One was a new LifeGoal Wealth Advisors position in Q2 2026.
  • Capital One made up 0.19% of LifeGoal Wealth Advisors's portfolio in Q2 2026, its #78 holding.
  • LifeGoal Wealth Advisors first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • 891 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on LifeGoal Wealth Advisors's 13F filing for Q2 2026, filed 8 Jul 2026.