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San Luis Wealth Advisors’s Capital One COF Stock Holding History

San Luis 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 		$217K Sell
1,081
-275
-20% -$52.6K 0.03% 172
2026
Q1 		$247K Buy
1,356
+137
+11% +$28.7K 0.04% 154
2025
Q4 		$295K Sell
1,219
-65
-5% -$14.5K 0.05% 153
2025
Q3 		$273K Buy
+1,284
New +$281K 0.05% 156
2023
Q1 		– Sell
-10,469
Closed -$973K – 160
2022
Q4 		$973K Buy
+10,469
New +$1.03M 0.91% 37

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

San Luis Wealth Advisors's COF Position: Q2 2026 in Review

San Luis Wealth Advisors reduced its Capital One (COF) stake by 20% in Q2 2026, selling an estimated $52.6K and leaving 1,081 shares worth $217K. The position accounts for 0.03% of the portfolio, ranked #172.

San Luis Wealth Advisors first reported a position in COF in Q4 2022 and has held it in 5 quarters since. The position peaked at $973K in Q4 2022. 420 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • San Luis Wealth Advisors held 1,081 shares of Capital One worth $217K as of Q2 2026.
  • San Luis Wealth Advisors sold 275 Capital One shares in Q2 2026, an estimated $52.6K.
  • Capital One made up 0.03% of San Luis Wealth Advisors's portfolio in Q2 2026, its #172 holding.
  • San Luis Wealth Advisors first reported a position in Capital One in Q4 2022 and has held it in 5 quarters since.
  • San Luis Wealth Advisors's Capital One position peaked at $973K in Q4 2022.
  • 420 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on San Luis Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.