Root Financial Partners’s Capital One COF Stock Holding History

Root Financial Partners’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	$631K	Buy	3,144 +1,050	+50%	+$201K	0.02%	166
2026 Q1	$382K	Sell	2,094 -244	-10%	-$51K	0.02%	208
2025 Q4	$567K	Buy	2,338 +89	+4%	+$19.8K	0.03%	148
2025 Q3	$478K	Buy	2,249 +806	+56%	+$176K	0.03%	151
2025 Q2	$307K	Buy	+1,443	New	+$269K	0.03%	177

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Root Financial Partners's COF Position: Q2 2026 in Review

Root Financial Partners increased its Capital One (COF) stake by 50% in Q2 2026, buying an estimated $201K and bringing the position to 3,144 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #166.

Root Financial Partners first reported a position in COF in Q2 2025 and has held it in 5 quarters since. 2,122 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Root Financial Partners held 3,144 shares of Capital One worth $631K as of Q2 2026.
Root Financial Partners bought 1,050 Capital One shares in Q2 2026, an estimated $201K.
Capital One made up 0.02% of Root Financial Partners's portfolio in Q2 2026, its #166 holding.
Root Financial Partners first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
2,122 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.