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Summit Wealth Group (Colorado)’s Capital One COF Stock Holding History

Summit Wealth Group (Colorado)’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 		$325K Buy
1,620
+274
+20% +$52.4K 0.03% 287
2026
Q1 		$246K Buy
1,346
+138
+11% +$28.9K 0.03% 292
2025
Q4 		$293K Sell
1,208
-579
-32% -$129K 0.04% 213
2025
Q3 		$1.63M Buy
1,787
+282
+19% +$61.7K 0.17% 105
2025
Q2 		$320K Buy
+1,505
New +$281K 0.08% 172

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

Summit Wealth Group (Colorado)'s COF Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Capital One (COF) stake by 20% in Q2 2026, buying an estimated $52.4K and bringing the position to 1,620 shares worth $325K. The position accounts for 0.03% of the portfolio, ranked #287.

Summit Wealth Group (Colorado) first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.63M in Q3 2025. 2,126 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Summit Wealth Group (Colorado) held 1,620 shares of Capital One worth $325K as of Q2 2026.
  • Summit Wealth Group (Colorado) bought 274 Capital One shares in Q2 2026, an estimated $52.4K.
  • Capital One made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #287 holding.
  • Summit Wealth Group (Colorado) first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Capital One position peaked at $1.63M in Q3 2025.
  • 2,126 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.