RGF
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Retirement Guys Formula’s Capital One COF Stock Holding History

Retirement Guys Formula’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 		$220K Sell
1,097
-2
-0.2% -$383 0.08% 151
2026
Q1 		$201K Sell
1,099
-24
-2% -$5.02K 0.09% 153
2025
Q4 		$272K Buy
+1,123
New +$250K 0.12% 119

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

Retirement Guys Formula's COF Position: Q2 2026 in Review

Retirement Guys Formula reduced its Capital One (COF) stake by 0.18% in Q2 2026, selling an estimated $383 and leaving 1,097 shares worth $220K. The position accounts for 0.08% of the portfolio, ranked #151.

Retirement Guys Formula first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $272K in Q4 2025. 2,121 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Retirement Guys Formula held 1,097 shares of Capital One worth $220K as of Q2 2026.
  • Retirement Guys Formula sold 2 Capital One shares in Q2 2026, an estimated $383.
  • Capital One made up 0.08% of Retirement Guys Formula's portfolio in Q2 2026, its #151 holding.
  • Retirement Guys Formula first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Retirement Guys Formula's Capital One position peaked at $272K in Q4 2025.
  • 2,121 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Retirement Guys Formula's 13F filing for Q2 2026, filed 30 Jul 2026.