MBL Wealth’s Capital One COF Stock Holding History

MBL Wealth’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	$362K	Buy	1,804 +228	+14%	+$43.6K	0.02%	250
2026 Q1	$288K	Buy	+1,576	New	+$330K	0.02%	268

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

MBL Wealth's COF Position: Q2 2026 in Review

MBL Wealth increased its Capital One (COF) stake by 14% in Q2 2026, buying an estimated $43.6K and bringing the position to 1,804 shares worth $362K. The position accounts for 0.02% of the portfolio, ranked #250.

MBL Wealth first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 2,116 funds tracked by Wall St. Rank hold COF as of Q2 2026.

MBL Wealth held 1,804 shares of Capital One worth $362K as of Q2 2026.
MBL Wealth bought 228 Capital One shares in Q2 2026, an estimated $43.6K.
Capital One made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #250 holding.
MBL Wealth first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
2,116 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.