PWMG
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Private Wealth Management Group’s Capital One COF Stock Holding History

Private 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 		$51.6K Sell
257
-70
-21% -$13.4K 0.01% 240
2026
Q1 		$59.7K Buy
327
+70
+27% +$14.6K 0.02% 173
2025
Q4 		$62.3K Hold
257
– – 0.02% 169
2025
Q3 		$54.6K Hold
257
– – 0.02% 182
2025
Q2 		$54.7K Buy
257
+99
+63% +$18.5K 0.02% 158
2025
Q1 		$28.3K Hold
158
– – 0.01% 239
2024
Q4 		$28.2K Hold
158
– – 0.01% 241
2024
Q3 		$23.7K Hold
158
– – 0.01% 257
2024
Q2 		$21.9K Hold
158
– – 0.01% 263
2024
Q1 		$23.5K Hold
158
– – 0.01% 242
2023
Q4 		$20.7K Buy
+158
New +$17K 0.01% 263

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

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

Private Wealth Management Group reduced its Capital One (COF) stake by 21% in Q2 2026, selling an estimated $13.4K and leaving 257 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #240.

Private Wealth Management Group first reported a position in COF in Q4 2023 and has held it in 11 quarters since. The position peaked at $62.3K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Private Wealth Management Group held 257 shares of Capital One worth $51.6K as of Q2 2026.
  • Private Wealth Management Group sold 70 Capital One shares in Q2 2026, an estimated $13.4K.
  • Capital One made up 0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #240 holding.
  • Private Wealth Management Group first reported a position in Capital One in Q4 2023 and has held it in 11 quarters since.
  • Private Wealth Management Group's Capital One position peaked at $62.3K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.