Premier Path Wealth Partners’s Capital One COF Stock Holding History

Premier Path Wealth Partners’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	$1.61M	Buy	8,050 +153	+2%	+$29.3K	0.19%	114
2026 Q1	$1.44M	Buy	7,897 +475	+6%	+$99.4K	0.19%	119
2025 Q4	$1.8M	Buy	7,422 +351	+5%	+$78.1K	0.23%	92
2025 Q3	$1.5M	Buy	7,071 +368	+5%	+$80.6K	0.19%	113
2025 Q2	$1.43M	Buy	6,703 +2,415	+56%	+$451K	0.2%	119
2025 Q1	$769K	Buy	4,288 +300	+8%	+$56.7K	0.12%	186
2024 Q4	$711K	Buy	3,988 +50	+1%	+$8.66K	0.11%	188
2024 Q3	$590K	Buy	3,938 +305	+8%	+$43.4K	0.09%	214
2024 Q2	$503K	Buy	3,633 +136	+4%	+$19.1K	0.09%	223
2024 Q1	$521K	Sell	3,497 -68	-2%	-$9.21K	0.1%	204
2023 Q4	$447K	Buy	+3,565	New	+$385K	0.1%	203

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

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

Norges Bank Oslo, Norway $1T AUM

Premier Path Wealth Partners's COF Position: Q2 2026 in Review

Premier Path Wealth Partners increased its Capital One (COF) stake by 1.9% in Q2 2026, buying an estimated $29.3K and bringing the position to 8,050 shares worth $1.61M. The position accounts for 0.19% of the portfolio, ranked #114.

Premier Path Wealth Partners first reported a position in COF in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.8M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Premier Path Wealth Partners held 8,050 shares of Capital One worth $1.61M as of Q2 2026.
Premier Path Wealth Partners bought 153 Capital One shares in Q2 2026, an estimated $29.3K.
Capital One made up 0.19% of Premier Path Wealth Partners's portfolio in Q2 2026, its #114 holding.
Premier Path Wealth Partners first reported a position in Capital One in Q4 2023 and has held it in 11 quarters since.
Premier Path Wealth Partners's Capital One position peaked at $1.8M in Q4 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Premier Path Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.