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Marshall Financial Group (Maryland)’s Capital One COF Stock Holding History

Marshall Financial Group (Maryland)’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 		$236K Sell
1,174
-206
-15% -$39.4K 0.03% 289
2026
Q1 		$252K Buy
+1,380
New +$289K 0.04% 262

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

Marshall Financial Group (Maryland)'s COF Position: Q2 2026 in Review

Marshall Financial Group (Maryland) reduced its Capital One (COF) stake by 15% in Q2 2026, selling an estimated $39.4K and leaving 1,174 shares worth $236K. The position accounts for 0.03% of the portfolio, ranked #289.

Marshall Financial Group (Maryland) first reported a position in COF in Q1 2026 and has held it in 2 quarters since. The position peaked at $252K in Q1 2026. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Marshall Financial Group (Maryland) held 1,174 shares of Capital One worth $236K as of Q2 2026.
  • Marshall Financial Group (Maryland) sold 206 Capital One shares in Q2 2026, an estimated $39.4K.
  • Capital One made up 0.03% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #289 holding.
  • Marshall Financial Group (Maryland) first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
  • Marshall Financial Group (Maryland)'s Capital One position peaked at $252K in Q1 2026.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.