Strategic Wealth Partners’s Capital One COF Stock Holding History

Strategic Wealth Partners’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	$79.2K	Sell	395 -5	-1%	-$956	﹤0.01%	438
2026 Q1	$72.9K	Buy	400 +5	+1%	+$1.05K	0.01%	446
2025 Q4	$95.7K	Hold	395	–	–	0.01%	411
2025 Q3	$84K	Buy	395 +17	+4%	+$3.72K	0.01%	468
2025 Q2	$80.4K	Buy	+378	New	+$70.5K	0.01%	422
2018 Q2	–	Sell	-5	Closed	–	–	767
2018 Q1	$0	Buy	+5	New	+$498	﹤0.01%	792

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Strategic Wealth Partners's COF Position: Q2 2026 in Review

Strategic Wealth Partners reduced its Capital One (COF) stake by 1.3% in Q2 2026, selling an estimated $956 and leaving 395 shares worth $79.2K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Strategic Wealth Partners first reported a position in COF in Q1 2018 and has held it in 6 quarters since. The position peaked at $95.7K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Strategic Wealth Partners held 395 shares of Capital One worth $79.2K as of Q2 2026.
Strategic Wealth Partners sold 5 Capital One shares in Q2 2026, an estimated $956.
Capital One made up ﹤0.01% of Strategic Wealth Partners's portfolio in Q2 2026, its #438 holding.
Strategic Wealth Partners first reported a position in Capital One in Q1 2018 and has held it in 6 quarters since.
Strategic Wealth Partners's Capital One position peaked at $95.7K in Q4 2025.
2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.