Mosaic Family Wealth Partners’s Capital One COF Stock Holding History

Mosaic Family Wealth Partners’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	$357K	Buy	+1,778	New	+$340K	0.02%	328

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

Mosaic Family Wealth Partners's COF Position: Q2 2026 in Review

Mosaic Family Wealth Partners opened a new position in Capital One (COF) in Q2 2026: 1,778 shares worth $357K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings.

2,116 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Mosaic Family Wealth Partners held 1,778 shares of Capital One worth $357K as of Q2 2026.
Capital One was a new Mosaic Family Wealth Partners position in Q2 2026.
Capital One made up 0.02% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #328 holding.
2,116 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.