OWP
COF icon

ORG Wealth Partners’s Capital One COF Stock Holding History

ORG Wealth Partners’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 		$30.7K Hold
153
– – ﹤0.01% 396
2026
Q1 		$27.9K Hold
153
– – 0.01% 377
2025
Q4 		$37.1K Sell
153
-778
-84% -$173K 0.01% 341
2025
Q3 		$198K Buy
931
+304
+48% +$66.6K 0.04% 201
2025
Q2 		$135K Buy
627
+111
+22% +$20.7K 0.03% 207
2025
Q1 		$92K Buy
+516
New +$97.5K 0.03% 280

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

ORG Wealth Partners's COF Position: Q2 2026 in Review

ORG Wealth Partners held its Capital One (COF) position steady in Q2 2026 at 153 shares worth $30.7K. The position accounts for ﹤0.01% of the portfolio, ranked #396.

ORG Wealth Partners first reported a position in COF in Q1 2025 and has held it in 6 quarters since. The position peaked at $198K in Q3 2025. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • ORG Wealth Partners held 153 shares of Capital One worth $30.7K as of Q2 2026.
  • ORG Wealth Partners left its Capital One share count unchanged in Q2 2026.
  • Capital One made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #396 holding.
  • ORG Wealth Partners first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
  • ORG Wealth Partners's Capital One position peaked at $198K in Q3 2025.
  • 2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.