Opal Wealth Advisors’s Capital One COF Stock Holding History

Opal 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	$341K	Sell	1,698 -18	-1%	-$3.44K	0.07%	147
2026 Q1	$313K	Sell	1,716 -194	-10%	-$40.6K	0.07%	144
2025 Q4	$463K	Sell	1,910 -48	-2%	-$10.7K	0.12%	100
2025 Q3	$416K	Sell	1,958 -95	-5%	-$20.8K	0.12%	107
2025 Q2	$437K	Sell	2,053 -102	-5%	-$19K	0.12%	90
2025 Q1	$386K	Buy	2,155 +64	+3%	+$12.1K	0.12%	102
2024 Q4	$373K	Buy	2,091 +127	+6%	+$22K	0.11%	112
2024 Q3	$294K	Buy	1,964 +207	+12%	+$29.5K	0.09%	127
2024 Q2	$243K	Buy	+1,757	New	+$246K	0.08%	147

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

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

Opal Wealth Advisors reduced its Capital One (COF) stake by 1% in Q2 2026, selling an estimated $3.44K and leaving 1,698 shares worth $341K. The position accounts for 0.07% of the portfolio, ranked #147.

Opal Wealth Advisors first reported a position in COF in Q2 2024 and has held it in 9 quarters since. The position peaked at $463K in Q4 2025. 355 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Opal Wealth Advisors held 1,698 shares of Capital One worth $341K as of Q2 2026.
Opal Wealth Advisors sold 18 Capital One shares in Q2 2026, an estimated $3.44K.
Capital One made up 0.07% of Opal Wealth Advisors's portfolio in Q2 2026, its #147 holding.
Opal Wealth Advisors first reported a position in Capital One in Q2 2024 and has held it in 9 quarters since.
Opal Wealth Advisors's Capital One position peaked at $463K in Q4 2025.
355 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.