PWM
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Parkworth Wealth Management’s Capital One COF Stock Holding History

Parkworth Wealth Management’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
2025
Q2 		$4.25K Buy
20
+14
+233% +$2.61K ﹤0.01% 182
2025
Q1 		$1.08K Buy
6
+1
+20% +$189 ﹤0.01% 249
2024
Q4 		$892 Buy
+5
New +$866 ﹤0.01% 303

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Parkworth Wealth Management's COF Position: Q2 2025 in Review

Parkworth Wealth Management increased its Capital One (COF) stake by 233% in Q2 2025, buying an estimated $2.61K and bringing the position to 20 shares worth $4.25K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Parkworth Wealth Management first reported a position in COF in Q4 2024 and has held it in 3 quarters since. 1,959 funds tracked by Wall St. Rank hold COF as of Q2 2025.

  • Parkworth Wealth Management held 20 shares of Capital One worth $4.25K as of Q2 2025.
  • Parkworth Wealth Management bought 14 Capital One shares in Q2 2025, an estimated $2.61K.
  • Capital One made up ﹤0.01% of Parkworth Wealth Management's portfolio in Q2 2025, its #182 holding.
  • Parkworth Wealth Management first reported a position in Capital One in Q4 2024 and has held it in 3 quarters since.
  • 1,959 funds tracked by Wall St. Rank held Capital One as of Q2 2025.

Based on Parkworth Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.