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Principia Wealth Advisory’s Capital One COF Stock Holding History

Principia Wealth Advisory’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 		$10.6K Buy
53
+14
+36% +$2.68K 0.01% 243
2026
Q1 		$7.12K Buy
39
+1
+3% +$209 ﹤0.01% 246
2025
Q4 		$9.21K Buy
38
+8
+27% +$1.78K 0.01% 208
2025
Q3 		$6.38K Buy
30
+3
+11% +$657 ﹤0.01% 245
2025
Q2 		$5.75K Buy
27
+4
+17% +$746 ﹤0.01% 216
2025
Q1 		$4.02K Buy
23
+15
+188% +$2.83K ﹤0.01% 207
2024
Q4 		$1.43K Buy
+8
New +$1.39K ﹤0.01% 292

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

Principia Wealth Advisory's COF Position: Q2 2026 in Review

Principia Wealth Advisory increased its Capital One (COF) stake by 36% in Q2 2026, buying an estimated $2.68K and bringing the position to 53 shares worth $10.6K. The position accounts for 0.01% of the portfolio, ranked #243.

Principia Wealth Advisory first reported a position in COF in Q4 2024 and has held it in 7 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Principia Wealth Advisory held 53 shares of Capital One worth $10.6K as of Q2 2026.
  • Principia Wealth Advisory bought 14 Capital One shares in Q2 2026, an estimated $2.68K.
  • Capital One made up 0.01% of Principia Wealth Advisory's portfolio in Q2 2026, its #243 holding.
  • Principia Wealth Advisory first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Principia Wealth Advisory's 13F filing for Q2 2026, filed 26 Aug 2026.