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Private Wealth Partners’s Capital One COF Stock Holding History

Private 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 		$201K Buy
+1,000
New +$191K 0.01% 181
2026
Q1 		– Sell
-1,000
Closed -$242K – 172
2025
Q4 		$242K Hold
1,000
– – 0.02% 152
2025
Q3 		$213K Sell
1,000
-3,340
-77% -$731K 0.02% 166
2025
Q2 		$923K Buy
+4,340
New +$810K 0.07% 97

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 Partners's COF Position: Q2 2026 in Review

Private Wealth Partners opened a new position in Capital One (COF) in Q2 2026: 1,000 shares worth $201K. The stake represents 0.01% of the portfolio and ranks #181 among its holdings. This is a return to the name: Private Wealth Partners previously reported a position in COF as recently as Q4 2025.

Private Wealth Partners first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $923K in Q2 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Private Wealth Partners held 1,000 shares of Capital One worth $201K as of Q2 2026.
  • Capital One was a new Private Wealth Partners position in Q2 2026.
  • Capital One made up 0.01% of Private Wealth Partners's portfolio in Q2 2026, its #181 holding.
  • Private Wealth Partners first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Private Wealth Partners's Capital One position peaked at $923K in Q2 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Private Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.