RVW Wealth’s Capital One COF Stock Holding History

RVW Wealth’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 Q3	$296K	Hold	1,531	–	–	0.02%	151
2026 Q2	$307K	Hold	1,531	–	–	0.02%	146
2026 Q1	$279K	Sell	1,531 -22	-1%	-$4.6K	0.02%	148
2025 Q4	$376K	Buy	1,553 +11	+0.7%	+$2.45K	0.03%	125
2025 Q3	$328K	Sell	1,542 -38	-2%	-$8.32K	0.03%	139
2025 Q2	$336K	Buy	1,580 +154	+11%	+$28.7K	0.03%	130
2025 Q1	$256K	Buy	1,426 +22	+2%	+$4.16K	0.02%	143
2024 Q4	$250K	Hold	1,404	–	–	0.02%	131
2024 Q3	$210K	Buy	+1,404	New	+$200K	0.02%	147
2024 Q2	–	Sell	-1,404	Closed	-$209K	–	154
2024 Q1	$209K	Buy	+1,404	New	+$190K	0.02%	140
2023 Q4	–	Sell	-1,404	Closed	-$136K	–	189
2023 Q3	$136K	Buy	+1,404	New	+$150K	0.02%	157

Other funds holding COF

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

RVW Wealth's COF Position: Q3 2026 in Review

RVW Wealth held its Capital One (COF) position steady in Q3 2026 at 1,531 shares worth $296K. The position accounts for 0.02% of the portfolio, ranked #151.

RVW Wealth first reported a position in COF in Q3 2023 and has held it in 11 quarters since. The position peaked at $376K in Q4 2025. 1,143 funds tracked by Wall St. Rank hold COF as of Q3 2026.

RVW Wealth held 1,531 shares of Capital One worth $296K as of Q3 2026.
RVW Wealth left its Capital One share count unchanged in Q3 2026.
Capital One made up 0.02% of RVW Wealth's portfolio in Q3 2026, its #151 holding.
RVW Wealth first reported a position in Capital One in Q3 2023 and has held it in 11 quarters since.
RVW Wealth's Capital One position peaked at $376K in Q4 2025.
1,143 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on RVW Wealth's 13F filing for Q3 2026, filed 6 Oct 2026.