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COF icon

Simplicity Wealth’s Capital One COF Stock Holding History

Simplicity Wealth’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 		$1.05M Buy
5,230
+943
+22% +$180K 0.04% 406
2026
Q1 		$782K Sell
4,287
-52
-1% -$10.9K 0.04% 342
2025
Q4 		$1.05M Buy
4,339
+277
+7% +$61.7K 0.06% 272
2025
Q3 		$863K Buy
4,062
+611
+18% +$134K 0.05% 327
2025
Q2 		$734K Buy
+3,451
New +$644K 0.03% 388
2024
Q3 		– Sell
-7,548
Closed -$1.04M – 627
2024
Q2 		$1.04M Buy
7,548
+497
+7% +$69.7K 0.02% 514
2024
Q1 		$1.05M Buy
+7,051
New +$955K 0.03% 503

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

Simplicity Wealth's COF Position: Q2 2026 in Review

Simplicity Wealth increased its Capital One (COF) stake by 22% in Q2 2026, buying an estimated $180K and bringing the position to 5,230 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #406.

Simplicity Wealth first reported a position in COF in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.05M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Simplicity Wealth held 5,230 shares of Capital One worth $1.05M as of Q2 2026.
  • Simplicity Wealth bought 943 Capital One shares in Q2 2026, an estimated $180K.
  • Capital One made up 0.04% of Simplicity Wealth's portfolio in Q2 2026, its #406 holding.
  • Simplicity Wealth first reported a position in Capital One in Q1 2024 and has held it in 7 quarters since.
  • Simplicity Wealth's Capital One position peaked at $1.05M in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.