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Sound View Wealth Advisors Group’s Capital One COF Stock Holding History

Sound View Wealth Advisors Group’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 		$558K Sell
2,782
-528
-16% -$101K 0.03% 267
2026
Q1 		$604K Buy
3,310
+722
+28% +$151K 0.04% 255
2025
Q4 		$627K Sell
2,588
-117
-4% -$26K 0.04% 246
2025
Q3 		$575K Sell
2,705
-254
-9% -$55.6K 0.04% 255
2025
Q2 		$630K Buy
2,959
+1,022
+53% +$191K 0.05% 244
2025
Q1 		$347K Buy
1,937
+10
+0.5% +$1.89K 0.03% 312
2024
Q4 		$344K Hold
1,927
– – 0.03% 319
2024
Q3 		$289K Buy
1,927
+82
+4% +$11.7K 0.02% 337
2024
Q2 		$255K Hold
1,845
– – 0.03% 325
2024
Q1 		$275K Sell
1,845
-82
-4% -$11.1K 0.03% 318
2023
Q4 		$253K Buy
+1,927
New +$208K 0.03% 333
2023
Q1 		– Sell
-1,927
Closed -$253K – 374
2022
Q4 		$253K Sell
1,927
-573
-23% -$56.3K 0.03% 333
2022
Q3 		$230K Buy
2,500
+34
+1% +$3.62K 0.05% 245
2022
Q2 		$257K Buy
+2,466
New +$301K 0.05% 237
2022
Q1 		– Sell
-1,408
Closed -$204K – 291
2021
Q4 		$204K Buy
1,408
+9
+0.6% +$1.39K 0.04% 282
2021
Q3 		$227K Buy
1,399
+70
+5% +$11.4K 0.05% 269
2021
Q2 		$206K Buy
+1,329
New +$200K 0.04% 273

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

Sound View Wealth Advisors Group's COF Position: Q2 2026 in Review

Sound View Wealth Advisors Group reduced its Capital One (COF) stake by 16% in Q2 2026, selling an estimated $101K and leaving 2,782 shares worth $558K. The position accounts for 0.03% of the portfolio, ranked #267.

Sound View Wealth Advisors Group first reported a position in COF in Q2 2021 and has held it in 17 quarters since. The position peaked at $630K in Q2 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Sound View Wealth Advisors Group held 2,782 shares of Capital One worth $558K as of Q2 2026.
  • Sound View Wealth Advisors Group sold 528 Capital One shares in Q2 2026, an estimated $101K.
  • Capital One made up 0.03% of Sound View Wealth Advisors Group's portfolio in Q2 2026, its #267 holding.
  • Sound View Wealth Advisors Group first reported a position in Capital One in Q2 2021 and has held it in 17 quarters since.
  • Sound View Wealth Advisors Group's Capital One position peaked at $630K in Q2 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q2 2026, filed 11 Aug 2026.