Prestige Wealth Management Group’s Capital One COF Stock Holding History

Prestige Wealth Management Group’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	$22.7K	Hold	113	–	–	﹤0.01%	339
2026 Q1	$20.6K	Buy	113 +38	+51%	+$7.95K	﹤0.01%	334
2025 Q4	$18.2K	Sell	75 -2	-3%	-$445	﹤0.01%	357
2025 Q3	$16.4K	Buy	77 +23	+43%	+$5.04K	﹤0.01%	380
2025 Q2	$11.5K	Buy	54 +28	+108%	+$5.22K	﹤0.01%	417
2025 Q1	$4.66K	Hold	26	–	–	﹤0.01%	577
2024 Q4	$4.64K	Hold	26	–	–	﹤0.01%	625
2024 Q3	$3.89K	Hold	26	–	–	﹤0.01%	651
2024 Q2	$3.6K	Hold	26	–	–	﹤0.01%	615
2024 Q1	$3.87K	Hold	26	–	–	﹤0.01%	626
2023 Q4	$3.41K	Buy	26 +19	+271%	+$2.05K	﹤0.01%	659
2023 Q3	$680	Hold	7	–	–	﹤0.01%	928
2023 Q2	$766	Hold	7	–	–	﹤0.01%	937
2023 Q1	$674	Sell	7 -10	-59%	-$1.05K	﹤0.01%	937
2022 Q4	$1.58K	Hold	17	–	–	﹤0.01%	883
2022 Q3	$2K	Buy	17 +4	+31%	+$426	﹤0.01%	719
2022 Q2	$1K	Buy	13 +9	+225%	+$1.1K	﹤0.01%	832
2022 Q1	$1K	Hold	4	–	–	﹤0.01%	856
2021 Q4	$1K	Hold	4	–	–	﹤0.01%	881
2021 Q3	$1K	Hold	4	–	–	﹤0.01%	872
2021 Q2	$1K	Hold	4	–	–	﹤0.01%	864
2021 Q1	$1K	Hold	4	–	–	﹤0.01%	859
2020 Q4	$0	Buy	+4	New	+$340	﹤0.01%	951
2020 Q3	–	Sell	-159	Closed	-$10K	–	882
2020 Q2	$10K	Sell	159 -2,137	-93%	-$133K	﹤0.01%	424
2020 Q1	$116K	Buy	2,296 +2,040	+797%	+$179K	0.05%	109
2019 Q4	$26K	Hold	256	–	–	0.01%	258
2019 Q3	$23K	Buy	+256	New	+$23K	0.01%	261
2019 Q1	–	Sell	-171	Closed	-$13K	–	624
2018 Q4	$13K	Buy	+171	New	+$14.8K	0.01%	388

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

Prestige Wealth Management Group's COF Position: Q2 2026 in Review

Prestige Wealth Management Group held its Capital One (COF) position steady in Q2 2026 at 113 shares worth $22.7K. The position accounts for ﹤0.01% of the portfolio, ranked #339.

Prestige Wealth Management Group first reported a position in COF in Q4 2018 and has held it in 28 quarters since. The position peaked at $116K in Q1 2020. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Prestige Wealth Management Group held 113 shares of Capital One worth $22.7K as of Q2 2026.
Prestige Wealth Management Group left its Capital One share count unchanged in Q2 2026.
Capital One made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #339 holding.
Prestige Wealth Management Group first reported a position in Capital One in Q4 2018 and has held it in 28 quarters since.
Prestige Wealth Management Group's Capital One position peaked at $116K in Q1 2020.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.