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New England Capital Financial Advisors’s Capital One COF Stock Holding History

New England Capital Financial 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 		$16.3K Hold
81
– – ﹤0.01% 222
2026
Q1 		$14.8K Hold
81
– – ﹤0.01% 225
2025
Q4 		$19.5K Buy
81
+1
+1% +$223 0.01% 201
2025
Q3 		$17.1K Hold
80
– – 0.01% 204
2025
Q2 		$17.1K Hold
80
– – 0.01% 196
2025
Q1 		$14.3K Hold
80
– – 0.01% 205
2024
Q4 		$14.2K Buy
80
+1
+1% +$173 0.01% 206
2024
Q3 		$11.9K Hold
79
– – 0.01% 217
2024
Q2 		$10.9K Hold
79
– – 0.01% 220
2024
Q1 		$11.7K Buy
79
+70
+778% +$9.48K 0.01% 217
2023
Q4 		$1.14K Hold
9
– – ﹤0.01% 340
2023
Q3 		$839 Hold
9
– – ﹤0.01% 345
2023
Q2 		$940 Hold
9
– – ﹤0.01% 342
2023
Q1 		$821 Buy
9
+1
+13% +$105 ﹤0.01% 384
2022
Q4 		$885 Buy
+8
New +$787 ﹤0.01% 379

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

New England Capital Financial Advisors's COF Position: Q2 2026 in Review

New England Capital Financial Advisors held its Capital One (COF) position steady in Q2 2026 at 81 shares worth $16.3K. The position accounts for ﹤0.01% of the portfolio, ranked #222.

New England Capital Financial Advisors first reported a position in COF in Q4 2022 and has held it in 15 quarters since. The position peaked at $19.5K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • New England Capital Financial Advisors held 81 shares of Capital One worth $16.3K as of Q2 2026.
  • New England Capital Financial Advisors left its Capital One share count unchanged in Q2 2026.
  • Capital One made up ﹤0.01% of New England Capital Financial Advisors's portfolio in Q2 2026, its #222 holding.
  • New England Capital Financial Advisors first reported a position in Capital One in Q4 2022 and has held it in 15 quarters since.
  • New England Capital Financial Advisors's Capital One position peaked at $19.5K in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on New England Capital Financial Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.