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MBM Wealth Consultants’s Capital One COF Stock Holding History

MBM Wealth Consultants’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 		– Sell
-70
Closed -$12.8K – 170
2026
Q1 		$12.8K Buy
+70
New +$14.6K ﹤0.01% 228
2023
Q2 		– Sell
-70
Closed -$7K – 136
2023
Q1 		$7K Hold
70
– – ﹤0.01% 225
2022
Q4 		$7K Hold
70
– – ﹤0.01% 250
2022
Q3 		$7K Hold
70
– – ﹤0.01% 227
2022
Q2 		$7K Hold
70
– – ﹤0.01% 231
2022
Q1 		$9K Hold
70
– – ﹤0.01% 245
2021
Q4 		$10K Buy
+70
New +$10.8K ﹤0.01% 232

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

MBM Wealth Consultants's COF Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Capital One (COF) in Q2 2026, closing a stake of 70 shares — an estimated $12.8K sold.

MBM Wealth Consultants first reported a position in COF in Q4 2021 and held it in 7 quarters. The position peaked at $12.8K in Q1 2026. 2,116 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • MBM Wealth Consultants reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • MBM Wealth Consultants sold 70 Capital One shares in Q2 2026, an estimated $12.8K.
  • MBM Wealth Consultants first reported a position in Capital One in Q4 2021 and held it in 7 quarters.
  • MBM Wealth Consultants's Capital One position peaked at $12.8K in Q1 2026.
  • 2,116 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.