MWM
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Mission Wealth Management’s Capital One COF Stock Holding History

Mission 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 		$1.87M Buy
9,319
+4,880
+110% +$934K 0.02% 328
2026
Q1 		$810K Sell
4,439
-196
-4% -$41K 0.02% 367
2025
Q4 		$1.12M Buy
4,635
+332
+8% +$73.9K 0.02% 310
2025
Q3 		$915K Buy
4,303
+502
+13% +$110K 0.02% 350
2025
Q2 		$809K Buy
3,801
+2,580
+211% +$481K 0.02% 364
2025
Q1 		$219K Buy
+1,221
New +$231K 0.01% 624

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

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

Mission Wealth Management increased its Capital One (COF) stake by 110% in Q2 2026, buying an estimated $934K and bringing the position to 9,319 shares worth $1.87M. The position accounts for 0.02% of the portfolio, ranked #328.

Mission Wealth Management first reported a position in COF in Q1 2025 and has held it in 6 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Mission Wealth Management held 9,319 shares of Capital One worth $1.87M as of Q2 2026.
  • Mission Wealth Management bought 4,880 Capital One shares in Q2 2026, an estimated $934K.
  • Capital One made up 0.02% of Mission Wealth Management's portfolio in Q2 2026, its #328 holding.
  • Mission Wealth Management first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.