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Synergy Financial Group’s Capital One COF Stock Holding History

Synergy Financial 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 		$298K Sell
1,484
-327
-18% -$62.6K 0.21% 89
2026
Q1 		$330K Sell
1,811
-65
-3% -$13.6K 0.25% 83
2025
Q4 		$455K Sell
1,876
-26
-1% -$5.79K 0.32% 59
2025
Q3 		$404K Hold
1,902
– – 0.27% 65
2025
Q2 		$405K Buy
1,902
+35
+2% +$6.53K 0.3% 62
2025
Q1 		$335K Hold
1,867
– – 0.3% 67
2024
Q4 		$333K Buy
+1,867
New +$323K 0.28% 68

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

Synergy Financial Group's COF Position: Q2 2026 in Review

Synergy Financial Group reduced its Capital One (COF) stake by 18% in Q2 2026, selling an estimated $62.6K and leaving 1,484 shares worth $298K. The position accounts for 0.21% of the portfolio, ranked #89.

Synergy Financial Group first reported a position in COF in Q4 2024 and has held it in 7 quarters since. The position peaked at $455K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Synergy Financial Group held 1,484 shares of Capital One worth $298K as of Q2 2026.
  • Synergy Financial Group sold 327 Capital One shares in Q2 2026, an estimated $62.6K.
  • Capital One made up 0.21% of Synergy Financial Group's portfolio in Q2 2026, its #89 holding.
  • Synergy Financial Group first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
  • Synergy Financial Group's Capital One position peaked at $455K in Q4 2025.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Synergy Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.