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Symphony Financial’s Capital One COF Stock Holding History

Symphony Financial’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 		$353K Buy
1,753
+147
+9% +$28.1K 0.04% 241
2026
Q1 		$292K Buy
1,606
+56
+4% +$11.7K 0.04% 236
2025
Q4 		$376K Buy
1,550
+397
+34% +$88.4K 0.05% 197
2025
Q3 		$245K Sell
1,153
-398
-26% -$87.1K 0.03% 245
2025
Q2 		$238K Buy
+1,551
New +$289K 0.03% 228

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 $3.38T AUM 44.17% 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

Symphony Financial's COF Position: Q2 2026 in Review

Symphony Financial increased its Capital One (COF) stake by 9.2% in Q2 2026, buying an estimated $28.1K and bringing the position to 1,753 shares worth $353K. The position accounts for 0.04% of the portfolio, ranked #241.

Symphony Financial first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $376K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Symphony Financial held 1,753 shares of Capital One worth $353K as of Q2 2026.
  • Symphony Financial bought 147 Capital One shares in Q2 2026, an estimated $28.1K.
  • Capital One made up 0.04% of Symphony Financial's portfolio in Q2 2026, its #241 holding.
  • Symphony Financial first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Symphony Financial's Capital One position peaked at $376K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Symphony Financial's 13F filing for Q2 2026, filed 4 Aug 2026.