LPL Financial’s Capital One COF Stock Holding History

LPL Financial’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 Q1	–	Sell	-1,100	Closed	-$267K	–	6021
2025 Q4	$267K	Buy	+1,100	New	+$245K	﹤0.01%	5238

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

LPL Financial's COF Position: Q2 2026 in Review

LPL Financial reduced its Capital One (COF) stake by 4.3% in Q2 2026, selling an estimated $5.26M and leaving 611,273 shares worth $123M. The position accounts for 0.03% of the portfolio, ranked #561.

LPL Financial first reported a position in COF in Q2 2013 and has held it in 53 quarters since. The position peaked at $150M in Q4 2025. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

LPL Financial held 611,273 shares of Capital One worth $123M as of Q2 2026.
LPL Financial sold 27,518 Capital One shares in Q2 2026, an estimated $5.26M.
Capital One made up 0.03% of LPL Financial's portfolio in Q2 2026, its #561 holding.
LPL Financial first reported a position in Capital One in Q2 2013 and has held it in 53 quarters since.
LPL Financial's Capital One position peaked at $150M in Q4 2025.
2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.