Physician Wealth Advisors’s Capital One COF Stock Holding History

Physician 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 Q2	$36.5K	Sell	182 -170	-48%	-$32.5K	﹤0.01%	509
2026 Q1	$64.2K	Sell	352 -36	-9%	-$7.53K	0.01%	352
2025 Q4	$94K	Buy	388 +51	+15%	+$11.4K	0.01%	287
2025 Q3	$71.6K	Buy	337 +181	+116%	+$39.6K	0.01%	316
2025 Q2	$33.2K	Buy	156 +144	+1,200%	+$26.9K	0.01%	420
2025 Q1	$2.15K	Buy	12 +6	+100%	+$1.13K	﹤0.01%	852
2024 Q4	$1.07K	Buy	+6	New	+$1.04K	﹤0.01%	928

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Physician Wealth Advisors's COF Position: Q2 2026 in Review

Physician Wealth Advisors reduced its Capital One (COF) stake by 48% in Q2 2026, selling an estimated $32.5K and leaving 182 shares worth $36.5K. The position accounts for ﹤0.01% of the portfolio, ranked #509.

Physician Wealth Advisors first reported a position in COF in Q4 2024 and has held it in 7 quarters since. The position peaked at $94K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Physician Wealth Advisors held 182 shares of Capital One worth $36.5K as of Q2 2026.
Physician Wealth Advisors sold 170 Capital One shares in Q2 2026, an estimated $32.5K.
Capital One made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #509 holding.
Physician Wealth Advisors first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
Physician Wealth Advisors's Capital One position peaked at $94K in Q4 2025.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.