Meadowbrook Wealth Management
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Meadowbrook Wealth Management’s Capital One COF Stock Holding History

Meadowbrook Wealth Management’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
Q3 		– Sell
-4,107
Closed -$841K – 77
2026
Q2 		$841K Buy
+4,107
New +$786K 0.91% 27
2025
Q4 		– Sell
-1,040
Closed -$221K – 70
2025
Q3 		$221K Buy
+1,040
New +$228K 0.23% 81

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Meadowbrook Wealth Management's COF Position: Q3 2026 in Review

Meadowbrook Wealth Management sold out of Capital One (COF) in Q3 2026, closing a stake of 4,107 shares — an estimated $841K sold.

Meadowbrook Wealth Management first reported a position in COF in Q3 2025 and held it in 2 quarters. The position peaked at $841K in Q2 2026. 1,345 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Meadowbrook Wealth Management reported no remaining Capital One position as of Q3 2026 after selling out during the quarter.
  • Meadowbrook Wealth Management sold 4,107 Capital One shares in Q3 2026, an estimated $841K.
  • Meadowbrook Wealth Management first reported a position in Capital One in Q3 2025 and held it in 2 quarters.
  • Meadowbrook Wealth Management's Capital One position peaked at $841K in Q2 2026.
  • 1,345 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.