Regent Peak Wealth Advisors’s Capital One COF Stock Holding History

Regent Peak 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	$230K	Buy	1,146 +4	+0.4%	+$765	0.04%	194
2026 Q1	$208K	Buy	1,142 +38	+3%	+$7.95K	0.04%	193
2025 Q4	$268K	Buy	1,104 +23	+2%	+$5.12K	0.05%	150
2025 Q3	$230K	Buy	+1,081	New	+$237K	0.05%	171
2021 Q1	–	Sell	-308	Closed	-$30K	–	316
2020 Q4	$30K	Buy	+308	New	+$26.2K	0.01%	382

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

PTPFOECYE

PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Regent Peak Wealth Advisors's COF Position: Q2 2026 in Review

Regent Peak Wealth Advisors increased its Capital One (COF) stake by 0.35% in Q2 2026, buying an estimated $765 and bringing the position to 1,146 shares worth $230K. The position accounts for 0.04% of the portfolio, ranked #194.

Regent Peak Wealth Advisors first reported a position in COF in Q4 2020 and has held it in 5 quarters since. The position peaked at $268K in Q4 2025. 359 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Regent Peak Wealth Advisors held 1,146 shares of Capital One worth $230K as of Q2 2026.
Regent Peak Wealth Advisors bought 4 Capital One shares in Q2 2026, an estimated $765.
Capital One made up 0.04% of Regent Peak Wealth Advisors's portfolio in Q2 2026, its #194 holding.
Regent Peak Wealth Advisors first reported a position in Capital One in Q4 2020 and has held it in 5 quarters since.
Regent Peak Wealth Advisors's Capital One position peaked at $268K in Q4 2025.
359 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Regent Peak Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.