SWM
COF icon

Spire Wealth Management’s Capital One COF Stock Holding History

Spire Wealth Management’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 		$1.18M Sell
5,905
-1,133
-16% -$217K 0.04% 353
2026
Q1 		$1.28M Sell
7,038
-24
-0.3% -$5.02K 0.04% 345
2025
Q4 		$1.71M Sell
7,062
-8
-0.1% -$1.78K 0.06% 287
2025
Q3 		$1.5M Buy
7,070
+1,067
+18% +$234K 0.05% 302
2025
Q2 		$1.28M Sell
6,003
-571
-9% -$107K 0.05% 319
2025
Q1 		$1.18M Buy
6,574
+965
+17% +$182K 0.04% 373
2024
Q4 		$1M Buy
5,609
+717
+15% +$124K 0.03% 392
2024
Q3 		$732K Buy
4,892
+355
+8% +$50.6K 0.02% 440
2024
Q2 		$628K Sell
4,537
-1,422
-24% -$199K 0.02% 435
2024
Q1 		$887K Buy
5,959
+27
+0.5% +$3.66K 0.02% 397
2023
Q4 		$759K Sell
5,932
-256
-4% -$27.6K 0.03% 423
2023
Q3 		$601K Sell
6,188
-479
-7% -$51.2K 0.02% 441
2023
Q2 		$729K Buy
6,667
+1,072
+19% +$107K 0.03% 410
2023
Q1 		$538K Buy
5,595
+1,266
+29% +$133K 0.02% 473
2022
Q4 		$402K Buy
4,329
+405
+10% +$39.8K 0.02% 397
2022
Q3 		$362K Sell
3,924
-817
-17% -$87K 0.02% 400
2022
Q2 		$494K Sell
4,741
-646
-12% -$79K 0.02% 477
2022
Q1 		$707K Sell
5,387
-3,127
-37% -$456K 0.02% 473
2021
Q4 		$1.24M Buy
8,514
+3,750
+79% +$579K 0.03% 412
2021
Q3 		$772K Buy
4,764
+64
+1% +$10.4K 0.02% 471
2021
Q2 		$727K Sell
4,700
-2,867
-38% -$433K 0.02% 505
2021
Q1 		$972K Buy
+7,567
New +$891K 0.03% 450

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 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
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Spire Wealth Management's COF Position: Q2 2026 in Review

Spire Wealth Management reduced its Capital One (COF) stake by 16% in Q2 2026, selling an estimated $217K and leaving 5,905 shares worth $1.18M. The position accounts for 0.04% of the portfolio, ranked #353.

Spire Wealth Management first reported a position in COF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.71M in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Spire Wealth Management held 5,905 shares of Capital One worth $1.18M as of Q2 2026.
  • Spire Wealth Management sold 1,133 Capital One shares in Q2 2026, an estimated $217K.
  • Capital One made up 0.04% of Spire Wealth Management's portfolio in Q2 2026, its #353 holding.
  • Spire Wealth Management first reported a position in Capital One in Q1 2021 and has held it in 22 quarters since.
  • Spire Wealth Management's Capital One position peaked at $1.71M in Q4 2025.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.