Rooted Wealth Advisors’s Capital One COF Stock Holding History

Rooted 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	$261K	Buy	1,300 +105	+9%	+$20.1K	0.06%	125
2026 Q1	$246K	Buy	+1,195	New	+$250K	0.06%	129

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 $3.38T AUM 44.17% 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

Rooted Wealth Advisors's COF Position: Q2 2026 in Review

Rooted Wealth Advisors increased its Capital One (COF) stake by 8.8% in Q2 2026, buying an estimated $20.1K and bringing the position to 1,300 shares worth $261K. The position accounts for 0.06% of the portfolio, ranked #125.

Rooted Wealth Advisors first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Rooted Wealth Advisors held 1,300 shares of Capital One worth $261K as of Q2 2026.
Rooted Wealth Advisors bought 105 Capital One shares in Q2 2026, an estimated $20.1K.
Capital One made up 0.06% of Rooted Wealth Advisors's portfolio in Q2 2026, its #125 holding.
Rooted Wealth Advisors first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Rooted Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.