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Ritter Daniher Financial Advisory’s Capital One COF Stock Holding History

Ritter Daniher Financial Advisory’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 		$8.37K Hold
42
– – ﹤0.01% 465
2026
Q1 		$7.58K Buy
42
+1
+2% +$209 ﹤0.01% 465
2025
Q4 		$10K Buy
+41
New +$9.13K ﹤0.01% 430

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

Ritter Daniher Financial Advisory's COF Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Capital One (COF) position steady in Q2 2026 at 42 shares worth $8.37K. The position accounts for ﹤0.01% of the portfolio, ranked #465.

Ritter Daniher Financial Advisory first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $10K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Ritter Daniher Financial Advisory held 42 shares of Capital One worth $8.37K as of Q2 2026.
  • Ritter Daniher Financial Advisory left its Capital One share count unchanged in Q2 2026.
  • Capital One made up ﹤0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #465 holding.
  • Ritter Daniher Financial Advisory first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Ritter Daniher Financial Advisory's Capital One position peaked at $10K in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.