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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
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

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

Sarver Vrooman Wealth Advisors's COF Position: Q2 2026 in Review

Sarver Vrooman Wealth Advisors reduced its Capital One (COF) stake by 2.9% in Q2 2026, selling an estimated $1.15K and leaving 203 shares worth $41.7K. The position accounts for 0.02% of the portfolio, ranked #85.

Sarver Vrooman Wealth Advisors first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $78.7K in Q2 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Sarver Vrooman Wealth Advisors held 203 shares of Capital One worth $41.7K as of Q2 2026.
  • Sarver Vrooman Wealth Advisors sold 6 Capital One shares in Q2 2026, an estimated $1.15K.
  • Capital One made up 0.02% of Sarver Vrooman Wealth Advisors's portfolio in Q2 2026, its #85 holding.
  • Sarver Vrooman Wealth Advisors first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Sarver Vrooman Wealth Advisors's Capital One position peaked at $78.7K in Q2 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Sarver Vrooman Wealth Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.