Morton Brown Family Wealth’s Capital One COF Stock Holding History

Morton Brown Family Wealth’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	$602	Buy	+3	New	+$574	﹤0.01%	349
2025 Q3	–	Sell	-22	Closed	-$4.68K	–	280
2025 Q2	$4.68K	Hold	22	–	–	﹤0.01%	238
2025 Q1	$3.94K	Buy	+22	New	+$4.16K	﹤0.01%	250

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Morton Brown Family Wealth's COF Position: Q2 2026 in Review

Morton Brown Family Wealth opened a new position in Capital One (COF) in Q2 2026: 3 shares worth $602. The stake represents ﹤0.01% of the portfolio and ranks #349 among its holdings. This is a return to the name: Morton Brown Family Wealth previously reported a position in COF as recently as Q2 2025.

Morton Brown Family Wealth first reported a position in COF in Q1 2025 and has held it in 3 quarters since. The position peaked at $4.68K in Q2 2025. 592 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Morton Brown Family Wealth held 3 shares of Capital One worth $602 as of Q2 2026.
Capital One was a new Morton Brown Family Wealth position in Q2 2026.
Capital One made up ﹤0.01% of Morton Brown Family Wealth's portfolio in Q2 2026, its #349 holding.
Morton Brown Family Wealth first reported a position in Capital One in Q1 2025 and has held it in 3 quarters since.
Morton Brown Family Wealth's Capital One position peaked at $4.68K in Q2 2025.
592 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.