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LMG Wealth Partners’s Capital One COF Stock Holding History

LMG Wealth Partners’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 		$220K Buy
+1,097
New +$210K 0.04% 156
2026
Q1 		– Sell
-1,090
Closed -$264K – 155
2025
Q4 		$264K Sell
1,090
-104
-9% -$23.2K 0.05% 136
2025
Q3 		$254K Hold
1,194
– – 0.05% 138
2025
Q2 		$254K Buy
+1,194
New +$223K 0.05% 128

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

LMG Wealth Partners's COF Position: Q2 2026 in Review

LMG Wealth Partners opened a new position in Capital One (COF) in Q2 2026: 1,097 shares worth $220K. The stake represents 0.04% of the portfolio and ranks #156 among its holdings. This is a return to the name: LMG Wealth Partners previously reported a position in COF as recently as Q4 2025.

LMG Wealth Partners first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $264K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • LMG Wealth Partners held 1,097 shares of Capital One worth $220K as of Q2 2026.
  • Capital One was a new LMG Wealth Partners position in Q2 2026.
  • Capital One made up 0.04% of LMG Wealth Partners's portfolio in Q2 2026, its #156 holding.
  • LMG Wealth Partners first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • LMG Wealth Partners's Capital One position peaked at $264K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on LMG Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.