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Strategic Wealth Investment Group’s Capital One COF Stock Holding History

Strategic Wealth Investment 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 		$539K Buy
2,686
+432
+19% +$82.6K 0.07% 79
2026
Q1 		$411K Sell
2,254
-47
-2% -$9.83K 0.05% 77
2025
Q4 		$558K Sell
2,301
-1,394
-38% -$310K 0.07% 70
2025
Q3 		$785K Buy
+3,695
New +$809K 0.07% 70

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

Strategic Wealth Investment Group's COF Position: Q2 2026 in Review

Strategic Wealth Investment Group increased its Capital One (COF) stake by 19% in Q2 2026, buying an estimated $82.6K and bringing the position to 2,686 shares worth $539K. The position accounts for 0.07% of the portfolio, ranked #79.

Strategic Wealth Investment Group first reported a position in COF in Q3 2025 and has held it in 4 quarters since. The position peaked at $785K in Q3 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Strategic Wealth Investment Group held 2,686 shares of Capital One worth $539K as of Q2 2026.
  • Strategic Wealth Investment Group bought 432 Capital One shares in Q2 2026, an estimated $82.6K.
  • Capital One made up 0.07% of Strategic Wealth Investment Group's portfolio in Q2 2026, its #79 holding.
  • Strategic Wealth Investment Group first reported a position in Capital One in Q3 2025 and has held it in 4 quarters since.
  • Strategic Wealth Investment Group's Capital One position peaked at $785K in Q3 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Strategic Wealth Investment Group's 13F filing for Q2 2026, filed 4 Aug 2026.