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McCarter Private Wealth Services’s Capital One COF Stock Holding History

McCarter Private Wealth Services’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 		$231K Sell
1,150
-173
-13% -$33.1K 0.08% 164
2026
Q1 		$241K Buy
1,323
+429
+48% +$89.7K 0.1% 153
2025
Q4 		$217K Buy
+894
New +$199K 0.1% 147

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

McCarter Private Wealth Services's COF Position: Q2 2026 in Review

McCarter Private Wealth Services reduced its Capital One (COF) stake by 13% in Q2 2026, selling an estimated $33.1K and leaving 1,150 shares worth $231K. The position accounts for 0.08% of the portfolio, ranked #164.

McCarter Private Wealth Services first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $241K in Q1 2026. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • McCarter Private Wealth Services held 1,150 shares of Capital One worth $231K as of Q2 2026.
  • McCarter Private Wealth Services sold 173 Capital One shares in Q2 2026, an estimated $33.1K.
  • Capital One made up 0.08% of McCarter Private Wealth Services's portfolio in Q2 2026, its #164 holding.
  • McCarter Private Wealth Services first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • McCarter Private Wealth Services's Capital One position peaked at $241K in Q1 2026.
  • 2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on McCarter Private Wealth Services's 13F filing for Q2 2026, filed 5 Aug 2026.