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COF icon

NewEdge Wealth’s Capital One COF Stock Holding History

NewEdge Wealth’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 		$1.46M Buy
7,268
+1,265
+21% +$242K 0.01% 552
2026
Q1 		$1.1M Sell
6,003
-5,159
-46% -$1.08M 0.01% 598
2025
Q4 		$2.71M Buy
11,162
+5,069
+83% +$1.13M 0.03% 372
2025
Q3 		$1.35M Buy
6,093
+814
+15% +$178K 0.02% 491
2025
Q2 		$1.09M Buy
5,279
+365
+7% +$68.1K 0.02% 509
2025
Q1 		$881K Buy
4,914
+424
+9% +$80.1K 0.02% 504
2024
Q4 		$801K Buy
4,490
+1,691
+60% +$293K 0.01% 531
2024
Q3 		$419K Buy
2,799
+1,277
+84% +$182K 0.01% 659
2024
Q2 		$211K Sell
1,522
-365
-19% -$51.2K ﹤0.01% 721
2024
Q1 		$268K Buy
+1,887
New +$256K 0.01% 688

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

NewEdge Wealth's COF Position: Q2 2026 in Review

NewEdge Wealth increased its Capital One (COF) stake by 21% in Q2 2026, buying an estimated $242K and bringing the position to 7,268 shares worth $1.46M. The position accounts for 0.01% of the portfolio, ranked #552.

NewEdge Wealth first reported a position in COF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.71M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • NewEdge Wealth held 7,268 shares of Capital One worth $1.46M as of Q2 2026.
  • NewEdge Wealth bought 1,265 Capital One shares in Q2 2026, an estimated $242K.
  • Capital One made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #552 holding.
  • NewEdge Wealth first reported a position in Capital One in Q1 2024 and has held it in 10 quarters since.
  • NewEdge Wealth's Capital One position peaked at $2.71M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.