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Sovereign Financial Group’s Capital One COF Stock Holding History

Sovereign Financial 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 		$202K Buy
+1,005
New +$192K 0.03% 369
2026
Q1 		– Sell
-1,028
Closed -$249K – 369
2025
Q4 		$249K Buy
1,028
+67
+7% +$14.9K 0.04% 294
2025
Q3 		$204K Buy
961
+13
+1% +$2.85K 0.04% 314
2025
Q2 		$202K Buy
+948
New +$177K 0.04% 302

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

Sovereign Financial Group's COF Position: Q2 2026 in Review

Sovereign Financial Group opened a new position in Capital One (COF) in Q2 2026: 1,005 shares worth $202K. The stake represents 0.03% of the portfolio and ranks #369 among its holdings. This is a return to the name: Sovereign Financial Group previously reported a position in COF as recently as Q4 2025.

Sovereign Financial Group first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $249K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Sovereign Financial Group held 1,005 shares of Capital One worth $202K as of Q2 2026.
  • Capital One was a new Sovereign Financial Group position in Q2 2026.
  • Capital One made up 0.03% of Sovereign Financial Group's portfolio in Q2 2026, its #369 holding.
  • Sovereign Financial Group first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Sovereign Financial Group's Capital One position peaked at $249K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.