Meridian Wealth Management’s Capital One COF Stock Holding History

Meridian 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 Q2	$524K	Buy	2,612 +534	+26%	+$102K	0.02%	533
2026 Q1	$379K	Buy	2,078 +48	+2%	+$10K	0.01%	592
2025 Q4	$492K	Sell	2,030 -7,374	-78%	-$1.64M	0.02%	503
2025 Q3	$2M	Buy	9,404 +7,241	+335%	+$1.59M	0.08%	216
2025 Q2	$460K	Buy	+2,163	New	+$404K	0.02%	467
2022 Q3	–	Sell	-15,794	Closed	-$1.65M	–	508
2022 Q2	$1.65M	Buy	15,794 +11,176	+242%	+$1.37M	0.13%	167
2022 Q1	$606K	Buy	4,618 +12	+0.3%	+$1.75K	0.07%	212
2021 Q4	$668K	Buy	4,606 +300	+7%	+$46.3K	0.07%	204
2021 Q3	$697K	Buy	4,306 +76	+2%	+$12.4K	0.09%	187
2021 Q2	$654K	Buy	+4,230	New	+$638K	0.08%	191
2019 Q3	–	Sell	-1,565	Closed	-$142K	–	250
2019 Q2	$142K	Buy	+1,565	New	+$140K	0.06%	244

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

Meridian Wealth Management's COF Position: Q2 2026 in Review

Meridian Wealth Management increased its Capital One (COF) stake by 26% in Q2 2026, buying an estimated $102K and bringing the position to 2,612 shares worth $524K. The position accounts for 0.02% of the portfolio, ranked #533.

Meridian Wealth Management first reported a position in COF in Q2 2019 and has held it in 11 quarters since. The position peaked at $2M in Q3 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Meridian Wealth Management held 2,612 shares of Capital One worth $524K as of Q2 2026.
Meridian Wealth Management bought 534 Capital One shares in Q2 2026, an estimated $102K.
Capital One made up 0.02% of Meridian Wealth Management's portfolio in Q2 2026, its #533 holding.
Meridian Wealth Management first reported a position in Capital One in Q2 2019 and has held it in 11 quarters since.
Meridian Wealth Management's Capital One position peaked at $2M in Q3 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Meridian Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.