SageView Advisory Group’s Capital One COF Stock Holding History

SageView Advisory Group’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	$1.57M	Sell	7,814 -817	-9%	-$156K	0.05%	183
2026 Q1	$1.57M	Sell	8,631 -582	-6%	-$122K	0.06%	172
2025 Q4	$2.23M	Sell	9,213 -151	-2%	-$33.6K	0.08%	142
2025 Q3	$1.99M	Buy	9,364 +159	+2%	+$34.8K	0.07%	155
2025 Q2	$1.97M	Buy	9,205 +1,345	+17%	+$251K	0.07%	136
2025 Q1	$1.41M	Buy	7,860 +233	+3%	+$44K	0.06%	179
2024 Q4	$1.36M	Buy	7,627 +613	+9%	+$106K	0.06%	181
2024 Q3	$1.05M	Sell	7,014 -600	-8%	-$85.4K	0.05%	188
2024 Q2	$1.05M	Buy	7,614 +5,510	+262%	+$773K	0.05%	214
2024 Q1	$313K	Buy	+2,104	New	+$285K	0.02%	402

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

SageView Advisory Group's COF Position: Q2 2026 in Review

SageView Advisory Group reduced its Capital One (COF) stake by 9.5% in Q2 2026, selling an estimated $156K and leaving 7,814 shares worth $1.57M. The position accounts for 0.05% of the portfolio, ranked #183.

SageView Advisory Group first reported a position in COF in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.23M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

SageView Advisory Group held 7,814 shares of Capital One worth $1.57M as of Q2 2026.
SageView Advisory Group sold 817 Capital One shares in Q2 2026, an estimated $156K.
Capital One made up 0.05% of SageView Advisory Group's portfolio in Q2 2026, its #183 holding.
SageView Advisory Group first reported a position in Capital One in Q1 2024 and has held it in 10 quarters since.
SageView Advisory Group's Capital One position peaked at $2.23M in Q4 2025.
2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.