Navigoe Wealth Management’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
$1K Buy
+7
New +$1.34K ﹤0.01% 272
2026
Q1
– Sell
-86
Closed -$20K – 227
2025
Q4
$20K Hold
86
– – 0.01% 110
2025
Q3
$18K Buy
+86
New +$18.8K 0.01% 114

Other funds holding COF

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

Navigoe Wealth Management opened a new position in Capital One (COF) in Q2 2026: 7 shares worth $1K. The stake represents ﹤0.01% of the portfolio and ranks #272 among its holdings. This is a return to the name: Navigoe Wealth Management previously reported a position in COF as recently as Q4 2025.

Navigoe Wealth Management first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $20K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Navigoe Wealth Management held 7 shares of Capital One worth $1K as of Q2 2026.
  • Capital One was a new Navigoe Wealth Management position in Q2 2026.
  • Capital One made up ﹤0.01% of Navigoe Wealth Management's portfolio in Q2 2026, its #272 holding.
  • Navigoe Wealth Management first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • Navigoe Wealth Management's Capital One position peaked at $20K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Navigoe Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.