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Sagespring Wealth Partners’s Capital One COF Stock Holding History

Sagespring Wealth 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 		$1.7M Buy
8,462
+29
+0.3% +$5.55K 0.03% 238
2026
Q1 		$1.54M Sell
8,433
-508
-6% -$106K 0.03% 237
2025
Q4 		$2.17M Buy
8,941
+15
+0.2% +$3.34K 0.04% 179
2025
Q3 		$1.9M Buy
8,926
+1,363
+18% +$298K 0.04% 189
2025
Q2 		$1.61M Buy
7,563
+3,199
+73% +$597K 0.03% 201
2025
Q1 		$783K Buy
4,364
+906
+26% +$171K 0.02% 287
2024
Q4 		$617K Buy
+3,458
New +$599K 0.02% 306

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

Sagespring Wealth Partners's COF Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Capital One (COF) stake by 0.34% in Q2 2026, buying an estimated $5.55K and bringing the position to 8,462 shares worth $1.7M. The position accounts for 0.03% of the portfolio, ranked #238.

Sagespring Wealth Partners first reported a position in COF in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.17M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Sagespring Wealth Partners held 8,462 shares of Capital One worth $1.7M as of Q2 2026.
  • Sagespring Wealth Partners bought 29 Capital One shares in Q2 2026, an estimated $5.55K.
  • Capital One made up 0.03% of Sagespring Wealth Partners's portfolio in Q2 2026, its #238 holding.
  • Sagespring Wealth Partners first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
  • Sagespring Wealth Partners's Capital One position peaked at $2.17M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.