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Robertson Stephens Wealth Management’s Capital One COF Stock Holding History

Robertson Stephens Wealth Management’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 		$3.76M Buy
18,740
+38
+0.2% +$7.27K 0.09% 145
2026
Q1 		$3.41M Buy
18,702
+40
+0.2% +$8.37K 0.1% 154
2025
Q4 		$4.52M Sell
18,662
-719
-4% -$160K 0.12% 126
2025
Q3 		$4.12M Sell
19,381
-604
-3% -$132K 0.12% 120
2025
Q2 		$4.25M Buy
+19,985
New +$3.73M 0.14% 116

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 $3.38T AUM 44.17% 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

Robertson Stephens Wealth Management's COF Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Capital One (COF) stake by 0.2% in Q2 2026, buying an estimated $7.27K and bringing the position to 18,740 shares worth $3.76M. The position accounts for 0.09% of the portfolio, ranked #145.

Robertson Stephens Wealth Management first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $4.52M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Robertson Stephens Wealth Management held 18,740 shares of Capital One worth $3.76M as of Q2 2026.
  • Robertson Stephens Wealth Management bought 38 Capital One shares in Q2 2026, an estimated $7.27K.
  • Capital One made up 0.09% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #145 holding.
  • Robertson Stephens Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Robertson Stephens Wealth Management's Capital One position peaked at $4.52M in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.