Pension & Wealth Management Advisors’s Capital One COF Stock Holding History

Pension & Wealth Management 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	$30.6K	Buy	+152	New	+$29.1K	0.01%	373

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Pension & Wealth Management Advisors's COF Position: Q2 2026 in Review

Pension & Wealth Management Advisors opened a new position in Capital One (COF) in Q2 2026: 152 shares worth $30.6K. The stake represents 0.01% of the portfolio and ranks #373 among its holdings.

1,997 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Pension & Wealth Management Advisors held 152 shares of Capital One worth $30.6K as of Q2 2026.
Capital One was a new Pension & Wealth Management Advisors position in Q2 2026.
Capital One made up 0.01% of Pension & Wealth Management Advisors's portfolio in Q2 2026, its #373 holding.
1,997 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Pension & Wealth Management Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.