PWM
COF icon

Power Wealth Management’s Capital One COF Stock Holding History

Power 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
2026
Q2 		$679K Sell
3,383
-896
-21% -$171K 0.23% 63
2026
Q1 		$781K Sell
4,279
-1,133
-21% -$237K 0.29% 52
2025
Q4 		$1.31M Sell
5,412
-103
-2% -$22.9K 0.46% 41
2025
Q3 		$1.17M Sell
5,515
-149
-3% -$32.6K 0.43% 41
2025
Q2 		$1.21M Buy
5,664
+32
+0.6% +$5.97K 0.46% 37
2025
Q1 		$1.01M Sell
5,632
-263
-4% -$49.7K 0.41% 43
2024
Q4 		$1.05M Sell
5,895
-152
-3% -$26.3K 0.44% 46
2024
Q3 		$905K Buy
6,047
+647
+12% +$92.1K 0.39% 49
2024
Q2 		$748K Buy
5,400
+3,318
+159% +$465K 0.36% 57
2024
Q1 		$310K Buy
+2,082
New +$282K 0.19% 77

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

Power Wealth Management's COF Position: Q2 2026 in Review

Power Wealth Management reduced its Capital One (COF) stake by 21% in Q2 2026, selling an estimated $171K and leaving 3,383 shares worth $679K. The position accounts for 0.23% of the portfolio, ranked #63.

Power Wealth Management first reported a position in COF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.31M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Power Wealth Management held 3,383 shares of Capital One worth $679K as of Q2 2026.
  • Power Wealth Management sold 896 Capital One shares in Q2 2026, an estimated $171K.
  • Capital One made up 0.23% of Power Wealth Management's portfolio in Q2 2026, its #63 holding.
  • Power Wealth Management first reported a position in Capital One in Q1 2024 and has held it in 10 quarters since.
  • Power Wealth Management's Capital One position peaked at $1.31M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Power Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.