PRI
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Prepared Retirement Institute’s Capital One COF Stock Holding History

Prepared Retirement Institute’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 		$358K Hold
1,785
– – 0.15% 66
2026
Q1 		$326K Hold
1,785
– – 0.16% 64
2025
Q4 		$433K Hold
1,785
– – 0.22% 54
2025
Q3 		$379K Sell
1,785
-144
-7% -$31.5K 0.2% 55
2025
Q2 		$410K Buy
+1,929
New +$360K 0.24% 48

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 $3.38T AUM 44.17% 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

Prepared Retirement Institute's COF Position: Q2 2026 in Review

Prepared Retirement Institute held its Capital One (COF) position steady in Q2 2026 at 1,785 shares worth $358K. The position accounts for 0.15% of the portfolio, ranked #66.

Prepared Retirement Institute first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $433K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Prepared Retirement Institute held 1,785 shares of Capital One worth $358K as of Q2 2026.
  • Prepared Retirement Institute left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.15% of Prepared Retirement Institute's portfolio in Q2 2026, its #66 holding.
  • Prepared Retirement Institute first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Prepared Retirement Institute's Capital One position peaked at $433K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Prepared Retirement Institute's 13F filing for Q2 2026, filed 10 Aug 2026.