SFS
COF icon

Sowell Financial Services’s Capital One COF Stock Holding History

Sowell Financial Services’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 		$2.63M Buy
13,127
+551
+4% +$105K 0.09% 248
2026
Q1 		$2.29M Sell
12,576
-386
-3% -$80.7K 0.08% 256
2025
Q4 		$3.14M Sell
12,962
-22
-0.2% -$4.9K 0.12% 181
2025
Q3 		$2.76M Buy
12,984
+3,146
+32% +$689K 0.11% 202
2025
Q2 		$2.09M Buy
9,838
+5,595
+132% +$1.04M 0.09% 251
2025
Q1 		$761K Buy
+4,243
New +$801K 0.03% 474
2023
Q4 		– Sell
-10,621
Closed -$1.03M – 541
2023
Q3 		$1.03M Buy
+10,621
New +$1.14M 0.06% 306
2023
Q2 		– Sell
-2,946
Closed -$283K – 606
2023
Q1 		$283K Buy
+2,946
New +$308K 0.02% 578
2022
Q1 		– Sell
-11,507
Closed -$1.67M – 218
2021
Q4 		$1.67M Buy
+11,507
New +$1.78M 0.1% 237
2021
Q2 		– Sell
-8,127
Closed -$1.27M – 943
2021
Q1 		$1.27M Buy
8,127
+6,381
+365% +$752K 0.04% 350
2020
Q4 		$173K Buy
1,746
+1,077
+161% +$91.6K 0.01% 905
2020
Q3 		$48K Buy
669
+470
+236% +$31.4K ﹤0.01% 1221
2020
Q2 		$12K Sell
199
-246
-55% -$15.3K ﹤0.01% 1620
2020
Q1 		$22K Sell
445
-761
-63% -$66.9K ﹤0.01% 1353
2019
Q4 		$124K Sell
1,206
-43
-3% -$4.14K 0.01% 846
2019
Q3 		$114K Buy
+1,249
New +$112K 0.01% 787
2018
Q4 		– Sell
-2,497
Closed -$237K – 474
2018
Q3 		$237K Sell
2,497
-144
-5% -$14K 0.03% 302
2018
Q2 		$253K Buy
2,641
+184
+7% +$17.4K 0.05% 244
2018
Q1 		$219K Buy
+2,457
New +$245K 0.05% 245
2017
Q1 		– Sell
-7
Closed -$1K – 311
2016
Q4 		$1K Buy
+7
New +$564 ﹤0.01% 607

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 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
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM

Sowell Financial Services's COF Position: Q2 2026 in Review

Sowell Financial Services increased its Capital One (COF) stake by 4.4% in Q2 2026, buying an estimated $105K and bringing the position to 13,127 shares worth $2.63M. The position accounts for 0.09% of the portfolio, ranked #248.

Sowell Financial Services first reported a position in COF in Q4 2016 and has held it in 20 quarters since. The position peaked at $3.14M in Q4 2025. 355 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Sowell Financial Services held 13,127 shares of Capital One worth $2.63M as of Q2 2026.
  • Sowell Financial Services bought 551 Capital One shares in Q2 2026, an estimated $105K.
  • Capital One made up 0.09% of Sowell Financial Services's portfolio in Q2 2026, its #248 holding.
  • Sowell Financial Services first reported a position in Capital One in Q4 2016 and has held it in 20 quarters since.
  • Sowell Financial Services's Capital One position peaked at $3.14M in Q4 2025.
  • 355 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.