PWA
COF icon

Provenance Wealth Advisors’s Capital One COF Stock Holding History

Provenance Wealth Advisors’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 		$11.2K Buy
56
+32
+133% +$6.12K ﹤0.01% 338
2026
Q1 		$4.38K Hold
24
– – ﹤0.01% 350
2025
Q4 		$5.82K Hold
24
– – ﹤0.01% 334
2025
Q3 		$5.1K Hold
24
– – ﹤0.01% 356
2025
Q2 		$5.11K Buy
+24
New +$4.48K ﹤0.01% 342

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

Provenance Wealth Advisors's COF Position: Q2 2026 in Review

Provenance Wealth Advisors increased its Capital One (COF) stake by 133% in Q2 2026, buying an estimated $6.12K and bringing the position to 56 shares worth $11.2K. The position accounts for ﹤0.01% of the portfolio, ranked #338.

Provenance Wealth Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Provenance Wealth Advisors held 56 shares of Capital One worth $11.2K as of Q2 2026.
  • Provenance Wealth Advisors bought 32 Capital One shares in Q2 2026, an estimated $6.12K.
  • Capital One made up ﹤0.01% of Provenance Wealth Advisors's portfolio in Q2 2026, its #338 holding.
  • Provenance Wealth Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Provenance Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.