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Principle Wealth Partners’s Capital One COF Stock Holding History

Principle 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 		$255K Sell
1,270
-92
-7% -$17.6K 0.01% 353
2026
Q1 		$248K Hold
1,362
– – 0.01% 336
2025
Q4 		$330K Buy
1,362
+118
+9% +$26.3K 0.02% 298
2025
Q3 		$265K Sell
1,244
-60
-5% -$13.1K 0.02% 325
2025
Q2 		$278K Buy
+1,304
New +$243K 0.02% 323
2020
Q3 		– Sell
-175
Closed -$11K – 208
2020
Q2 		$11K Buy
+175
New +$10.9K ﹤0.01% 399

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

Principle Wealth Partners's COF Position: Q2 2026 in Review

Principle Wealth Partners reduced its Capital One (COF) stake by 6.8% in Q2 2026, selling an estimated $17.6K and leaving 1,270 shares worth $255K. The position accounts for 0.01% of the portfolio, ranked #353.

Principle Wealth Partners first reported a position in COF in Q2 2020 and has held it in 6 quarters since. The position peaked at $330K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Principle Wealth Partners held 1,270 shares of Capital One worth $255K as of Q2 2026.
  • Principle Wealth Partners sold 92 Capital One shares in Q2 2026, an estimated $17.6K.
  • Capital One made up 0.01% of Principle Wealth Partners's portfolio in Q2 2026, its #353 holding.
  • Principle Wealth Partners first reported a position in Capital One in Q2 2020 and has held it in 6 quarters since.
  • Principle Wealth Partners's Capital One position peaked at $330K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.