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One Wealth Advisors’s Capital One COF Stock Holding History

One 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 		$789K Buy
3,931
+949
+32% +$182K 0.09% 123
2026
Q1 		$544K Hold
2,982
– – 0.07% 160
2025
Q4 		$723K Hold
2,982
– – 0.09% 123
2025
Q3 		$634K Sell
2,982
-17
-0.6% -$3.72K 0.08% 136
2025
Q2 		$638K Buy
2,999
+1,064
+55% +$199K 0.09% 136
2025
Q1 		$347K Buy
1,935
+229
+13% +$43.3K 0.05% 190
2024
Q4 		$304K Buy
1,706
+10
+0.6% +$1.73K 0.05% 187
2024
Q3 		$254K Buy
1,696
+1
+0.1% +$142 0.04% 224
2024
Q2 		$229K Buy
+1,695
New +$238K 0.05% 202
2018
Q4 		– Sell
-56
Closed -$5K – 176
2018
Q3 		$5K Hold
56
– – ﹤0.01% 387
2018
Q2 		$5K Buy
+56
New +$5.3K ﹤0.01% 386
2018
Q1 		– Sell
-56
Closed -$6K – 524
2017
Q4 		$6K Buy
+56
New +$5.11K ﹤0.01% 382

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 $3.38T AUM 44.17% 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

One Wealth Advisors's COF Position: Q2 2026 in Review

One Wealth Advisors increased its Capital One (COF) stake by 32% in Q2 2026, buying an estimated $182K and bringing the position to 3,931 shares worth $789K. The position accounts for 0.09% of the portfolio, ranked #123.

One Wealth Advisors first reported a position in COF in Q4 2017 and has held it in 12 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • One Wealth Advisors held 3,931 shares of Capital One worth $789K as of Q2 2026.
  • One Wealth Advisors bought 949 Capital One shares in Q2 2026, an estimated $182K.
  • Capital One made up 0.09% of One Wealth Advisors's portfolio in Q2 2026, its #123 holding.
  • One Wealth Advisors first reported a position in Capital One in Q4 2017 and has held it in 12 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on One Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.