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 Q3	$303K	Sell	1,571 -127	-7%	-$26.6K	0.06%	156
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

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Opal Wealth Advisors's COF Position: Q3 2026 in Review

Opal Wealth Advisors reduced its Capital One (COF) stake by 7.5% in Q3 2026, selling an estimated $26.6K and leaving 1,571 shares worth $303K. The position accounts for 0.06% of the portfolio, ranked #156.

Opal Wealth Advisors first reported a position in COF in Q2 2024 and has held it in 10 quarters since. The position peaked at $463K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Opal Wealth Advisors held 1,571 shares of Capital One worth $303K as of Q3 2026.
Opal Wealth Advisors sold 127 Capital One shares in Q3 2026, an estimated $26.6K.
Capital One made up 0.06% of Opal Wealth Advisors's portfolio in Q3 2026, its #156 holding.
Opal Wealth Advisors first reported a position in Capital One in Q2 2024 and has held it in 10 quarters since.
Opal Wealth Advisors's Capital One position peaked at $463K in Q4 2025.
1,143 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Opal Wealth Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.