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Medallion Wealth Advisors’s Capital One COF Stock Holding History

Medallion Wealth Advisors’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 		$234K Sell
1,166
-361
-24% -$69.1K 0.07% 219
2026
Q1 		$279K Sell
1,527
-45
-3% -$9.41K 0.09% 201
2025
Q4 		$381K Buy
1,572
+1
+0.1% +$223 0.13% 154
2025
Q3 		$334K Hold
1,571
– – 0.12% 168
2025
Q2 		$337K Buy
1,571
+208
+15% +$38.8K 0.13% 161
2025
Q1 		$243K Buy
1,363
+43
+3% +$8.12K 0.11% 178
2024
Q4 		$236K Buy
+1,320
New +$229K 0.12% 168

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

Medallion Wealth Advisors's COF Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Capital One (COF) stake by 24% in Q2 2026, selling an estimated $69.1K and leaving 1,166 shares worth $234K. The position accounts for 0.07% of the portfolio, ranked #219.

Medallion Wealth Advisors first reported a position in COF in Q4 2024 and has held it in 7 quarters since. The position peaked at $381K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Medallion Wealth Advisors held 1,166 shares of Capital One worth $234K as of Q2 2026.
  • Medallion Wealth Advisors sold 361 Capital One shares in Q2 2026, an estimated $69.1K.
  • Capital One made up 0.07% of Medallion Wealth Advisors's portfolio in Q2 2026, its #219 holding.
  • Medallion Wealth Advisors first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
  • Medallion Wealth Advisors's Capital One position peaked at $381K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.