N.E.W. Advisory Services’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$240K Sell
1,196
-8
-0.7% -$1.53K 0.02% 204
2026
Q1
$220K Buy
1,204
+16
+1% +$3.35K 0.02% 205
2025
Q4
$288K Buy
1,188
+608
+105% +$135K 0.02% 174
2025
Q3
$123K Hold
580
0.01% 228
2025
Q2
$123K Buy
580
+500
+625% +$93.3K 0.01% 227
2025
Q1
$14.3K Buy
+80
New +$15.1K ﹤0.01% 547

Other funds holding COF

N.E.W. Advisory Services's COF Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Capital One (COF) stake by 0.66% in Q2 2026, selling an estimated $1.53K and leaving 1,196 shares worth $240K. The position accounts for 0.02% of the portfolio, ranked #204.

N.E.W. Advisory Services first reported a position in COF in Q1 2025 and has held it in 6 quarters since. The position peaked at $288K in Q4 2025. 1,439 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • N.E.W. Advisory Services held 1,196 shares of Capital One worth $240K as of Q2 2026.
  • N.E.W. Advisory Services sold 8 Capital One shares in Q2 2026, an estimated $1.53K.
  • Capital One made up 0.02% of N.E.W. Advisory Services's portfolio in Q2 2026, its #204 holding.
  • N.E.W. Advisory Services first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
  • N.E.W. Advisory Services's Capital One position peaked at $288K in Q4 2025.
  • 1,439 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.