Sarver Vrooman Wealth Advisors’s Capital One COF Stock Holding History

Sarver Vrooman 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 Q3	$39.2K	Hold	203	–	–	0.02%	86
2026 Q2	$41.7K	Sell	203 -6	-3%	-$1.15K	0.02%	85
2026 Q1	$38.1K	Sell	209 -21	-9%	-$4.39K	0.02%	91
2025 Q4	$55.7K	Sell	230 -140	-38%	-$31.2K	0.04%	53
2025 Q3	$78.7K	Hold	370	–	–	0.05%	40
2025 Q2	$78.7K	Buy	+370	New	+$69K	0.05%	33

Other funds holding COF

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

DRZID

DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.66B AUM 23.19% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $11B AUM 34.31% 1-Year Est. Return

CTA

Chesley Taft & Associates Chicago, Illinois $2.56B AUM 17.49% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

NAM

NorthCrest Asset Manangement Plymouth, Minnesota $4.24B AUM 32.82% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

Sarver Vrooman Wealth Advisors's COF Position: Q3 2026 in Review

Sarver Vrooman Wealth Advisors held its Capital One (COF) position steady in Q3 2026 at 203 shares worth $39.2K. The position accounts for 0.02% of the portfolio, ranked #86.

Sarver Vrooman Wealth Advisors first reported a position in COF in Q2 2025 and has held it in 6 quarters since. The position peaked at $78.7K in Q2 2025. 148 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Sarver Vrooman Wealth Advisors held 203 shares of Capital One worth $39.2K as of Q3 2026.
Sarver Vrooman Wealth Advisors left its Capital One share count unchanged in Q3 2026.
Capital One made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q3 2026, its #86 holding.
Sarver Vrooman Wealth Advisors first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
Sarver Vrooman Wealth Advisors's Capital One position peaked at $78.7K in Q2 2025.
148 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q3 2026, filed 1 Oct 2026.