Sound Income Strategies’s Capital One COF Stock Holding History

Sound Income Strategies’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
2021 Q2	–	Sell	-3	Closed	-$3.35K	–	903
2021 Q1	$3.35K	Buy	+3	New	+$353	﹤0.01%	687

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Sound Income Strategies's COF Position: Q2 2026 in Review

Sound Income Strategies sold out of Capital One (COF) in Q2 2026, closing a stake of 639 shares — an estimated $118K sold.

Sound Income Strategies first reported a position in COF in Q3 2018 and held it in 31 quarters. The position peaked at $168K in Q4 2025. 1,565 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Sound Income Strategies reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
Sound Income Strategies sold 639 Capital One shares in Q2 2026, an estimated $118K.
Sound Income Strategies first reported a position in Capital One in Q3 2018 and held it in 31 quarters.
Sound Income Strategies's Capital One position peaked at $168K in Q4 2025.
1,565 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Sound Income Strategies's 13F filing for Q2 2026, filed 20 Jul 2026.