Moran Wealth Management’s Capital One COF Stock Holding History

Moran 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	$7M	Sell	34,876 -1,086	-3%	-$208K	0.19%	167
2026 Q1	$6.56M	Sell	35,962 -156	-0.4%	-$32.6K	0.2%	162
2025 Q4	$8.75M	Sell	36,118 -1,815	-5%	-$404K	0.27%	117
2025 Q3	$8.06M	Sell	37,933 -40,055	-51%	-$8.77M	0.24%	121
2025 Q2	$16.6M	Buy	+77,988	New	+$14.6M	0.51%	55
2023 Q4	–	Sell	-17,999	Closed	-$1.75M	–	422
2023 Q3	$1.75M	Buy	+17,999	New	+$1.92M	0.07%	222

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

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

Moran Wealth Management reduced its Capital One (COF) stake by 3% in Q2 2026, selling an estimated $208K and leaving 34,876 shares worth $7M. The position accounts for 0.19% of the portfolio, ranked #167.

Moran Wealth Management first reported a position in COF in Q3 2023 and has held it in 6 quarters since. The position peaked at $16.6M in Q2 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Moran Wealth Management held 34,876 shares of Capital One worth $7M as of Q2 2026.
Moran Wealth Management sold 1,086 Capital One shares in Q2 2026, an estimated $208K.
Capital One made up 0.19% of Moran Wealth Management's portfolio in Q2 2026, its #167 holding.
Moran Wealth Management first reported a position in Capital One in Q3 2023 and has held it in 6 quarters since.
Moran Wealth Management's Capital One position peaked at $16.6M in Q2 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

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