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 Q3	$269K	Buy	1,393 +123	+10%	+$25.8K	0.01%	348
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

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Principle Wealth Partners's COF Position: Q3 2026 in Review

Principle Wealth Partners increased its Capital One (COF) stake by 9.7% in Q3 2026, buying an estimated $25.8K and bringing the position to 1,393 shares worth $269K. The position accounts for 0.01% of the portfolio, ranked #348.

Principle Wealth Partners first reported a position in COF in Q2 2020 and has held it in 7 quarters since. The position peaked at $330K in Q4 2025. 1,569 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Principle Wealth Partners held 1,393 shares of Capital One worth $269K as of Q3 2026.
Principle Wealth Partners bought 123 Capital One shares in Q3 2026, an estimated $25.8K.
Capital One made up 0.01% of Principle Wealth Partners's portfolio in Q3 2026, its #348 holding.
Principle Wealth Partners first reported a position in Capital One in Q2 2020 and has held it in 7 quarters since.
Principle Wealth Partners's Capital One position peaked at $330K in Q4 2025.
1,569 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.