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Moss Adams Wealth Advisors’s Capital One COF Stock Holding History

Moss Adams Wealth Advisors’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 		$391K Sell
1,947
-32
-2% -$6.12K 0.02% 182
2026
Q1 		$361K Buy
1,979
+149
+8% +$31.2K 0.03% 184
2025
Q4 		$444K Buy
1,830
+10
+0.5% +$2.23K 0.03% 145
2025
Q3 		$387K Sell
1,820
-100
-5% -$21.9K 0.03% 159
2025
Q2 		$409K Buy
1,920
+783
+69% +$146K 0.04% 149
2025
Q1 		$204K Buy
+1,137
New +$215K 0.02% 208

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

Moss Adams Wealth Advisors's COF Position: Q2 2026 in Review

Moss Adams Wealth Advisors reduced its Capital One (COF) stake by 1.6% in Q2 2026, selling an estimated $6.12K and leaving 1,947 shares worth $391K. The position accounts for 0.02% of the portfolio, ranked #182.

Moss Adams Wealth Advisors first reported a position in COF in Q1 2025 and has held it in 6 quarters since. The position peaked at $444K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Moss Adams Wealth Advisors held 1,947 shares of Capital One worth $391K as of Q2 2026.
  • Moss Adams Wealth Advisors sold 32 Capital One shares in Q2 2026, an estimated $6.12K.
  • Capital One made up 0.02% of Moss Adams Wealth Advisors's portfolio in Q2 2026, its #182 holding.
  • Moss Adams Wealth Advisors first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
  • Moss Adams Wealth Advisors's Capital One position peaked at $444K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.