Petix & Botte Financial’s Capital One COF Stock Holding History

Petix & Botte Financial’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	$264K	Buy	1,318 +659	+100%	+$126K	0.05%	133
2026 Q1	$240K	Buy	+659	New	+$138K	0.05%	126

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 $3.38T AUM 44.17% 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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Petix & Botte Financial's COF Position: Q2 2026 in Review

Petix & Botte Financial increased its Capital One (COF) stake by 100% in Q2 2026, buying an estimated $126K and bringing the position to 1,318 shares worth $264K. The position accounts for 0.05% of the portfolio, ranked #133.

Petix & Botte Financial first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Petix & Botte Financial held 1,318 shares of Capital One worth $264K as of Q2 2026.
Petix & Botte Financial bought 659 Capital One shares in Q2 2026, an estimated $126K.
Capital One made up 0.05% of Petix & Botte Financial's portfolio in Q2 2026, its #133 holding.
Petix & Botte Financial first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.