SWA
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SOA Wealth Advisors’s Capital One COF Stock Holding History

SOA 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 		$27.9K Sell
139
-151
-52% -$28.9K ﹤0.01% 474
2026
Q1 		$53K Sell
290
-44
-13% -$9.2K 0.01% 359
2025
Q4 		$80.9K Sell
334
-6
-2% -$1.34K 0.01% 301
2025
Q3 		$72.3K Buy
340
+44
+15% +$9.63K 0.01% 326
2025
Q2 		$62.9K Buy
296
+206
+229% +$38.4K 0.01% 330
2025
Q1 		$16.2K Hold
90
– – ﹤0.01% 505
2024
Q4 		$16.1K Hold
90
– – ﹤0.01% 488
2024
Q3 		$13.5K Hold
90
– – ﹤0.01% 501
2024
Q2 		$12.5K Sell
90
-2
-2% -$281 ﹤0.01% 507
2024
Q1 		$13.7K Hold
92
– – ﹤0.01% 497
2023
Q4 		$12.1K Hold
92
– – ﹤0.01% 498
2023
Q3 		$8.95K Hold
92
– – ﹤0.01% 543
2023
Q2 		$10.1K Hold
92
– – ﹤0.01% 529
2023
Q1 		$8.86K Hold
92
– – ﹤0.01% 539
2022
Q4 		$8.56K Sell
92
-4
-4% -$393 ﹤0.01% 542
2022
Q3 		$8K Sell
96
-17
-15% -$1.81K ﹤0.01% 530
2022
Q2 		$11K Sell
113
-177
-61% -$21.6K ﹤0.01% 479
2022
Q1 		$38K Hold
290
– – 0.01% 345
2021
Q4 		$42K Sell
290
-281
-49% -$43.4K 0.01% 318
2021
Q3 		$92K Buy
571
+316
+124% +$51.6K 0.02% 228
2021
Q2 		$39K Buy
255
+57
+29% +$8.6K 0.01% 341
2021
Q1 		$25K Sell
198
-19
-9% -$2.24K 0.01% 359
2020
Q4 		$25K Buy
+217
New +$18.5K 0.01% 358

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

SOA Wealth Advisors's COF Position: Q2 2026 in Review

SOA Wealth Advisors reduced its Capital One (COF) stake by 52% in Q2 2026, selling an estimated $28.9K and leaving 139 shares worth $27.9K. The position accounts for ﹤0.01% of the portfolio, ranked #474.

SOA Wealth Advisors first reported a position in COF in Q4 2020 and has held it in 23 quarters since. The position peaked at $92K in Q3 2021. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • SOA Wealth Advisors held 139 shares of Capital One worth $27.9K as of Q2 2026.
  • SOA Wealth Advisors sold 151 Capital One shares in Q2 2026, an estimated $28.9K.
  • Capital One made up ﹤0.01% of SOA Wealth Advisors's portfolio in Q2 2026, its #474 holding.
  • SOA Wealth Advisors first reported a position in Capital One in Q4 2020 and has held it in 23 quarters since.
  • SOA Wealth Advisors's Capital One position peaked at $92K in Q3 2021.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on SOA Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.