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Spartan Wealth Advisory Services LLC’s Capital One COF Stock Holding History

Spartan Wealth Advisory Services LLC’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 		$231K Sell
1,152
-451
-28% -$86.3K 0.02% 293
2026
Q1 		$292K Buy
+1,603
New +$335K 0.03% 256

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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Spartan Wealth Advisory Services LLC's COF Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Capital One (COF) stake by 28% in Q2 2026, selling an estimated $86.3K and leaving 1,152 shares worth $231K. The position accounts for 0.02% of the portfolio, ranked #293.

Spartan Wealth Advisory Services LLC first reported a position in COF in Q1 2026 and has held it in 2 quarters since. The position peaked at $292K in Q1 2026. 1,997 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Spartan Wealth Advisory Services LLC held 1,152 shares of Capital One worth $231K as of Q2 2026.
  • Spartan Wealth Advisory Services LLC sold 451 Capital One shares in Q2 2026, an estimated $86.3K.
  • Capital One made up 0.02% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #293 holding.
  • Spartan Wealth Advisory Services LLC first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
  • Spartan Wealth Advisory Services LLC's Capital One position peaked at $292K in Q1 2026.
  • 1,997 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.