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Savvy Advisors Inc’s Capital One COF Stock Holding History

Savvy Advisors Inc’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 		$1.56M Buy
7,778
+2,658
+52% +$508K 0.03% 388
2026
Q1 		$934K Sell
5,120
-216
-4% -$45.2K 0.02% 454
2025
Q4 		$1.29M Buy
5,336
+1,554
+41% +$346K 0.04% 319
2025
Q3 		$804K Buy
3,782
+1,538
+69% +$337K 0.04% 312
2025
Q2 		$478K Buy
2,244
+1,046
+87% +$195K 0.03% 365
2025
Q1 		$215K Buy
+1,198
New +$226K 0.02% 481

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 $3.38T AUM 44.17% 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

Savvy Advisors Inc's COF Position: Q2 2026 in Review

Savvy Advisors Inc increased its Capital One (COF) stake by 52% in Q2 2026, buying an estimated $508K and bringing the position to 7,778 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #388.

Savvy Advisors Inc first reported a position in COF in Q1 2025 and has held it in 6 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Savvy Advisors Inc held 7,778 shares of Capital One worth $1.56M as of Q2 2026.
  • Savvy Advisors Inc bought 2,658 Capital One shares in Q2 2026, an estimated $508K.
  • Capital One made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #388 holding.
  • Savvy Advisors Inc first reported a position in Capital One in Q1 2025 and has held it in 6 quarters since.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.