TopTier Wealth Management’s Capital One COF Stock Holding History

TopTier Wealth Management’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	–	Sell	-635	Closed	-$116K	–	237
2026 Q1	$116K	Buy	+635	New	+$133K	0.07%	160

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

TopTier Wealth Management's COF Position: Q2 2026 in Review

TopTier Wealth Management sold out of Capital One (COF) in Q2 2026, closing a stake of 635 shares — an estimated $116K sold.

TopTier Wealth Management first reported a position in COF in Q1 2026 and held it in 1 quarter. The position peaked at $116K in Q1 2026. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

TopTier Wealth Management reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
TopTier Wealth Management sold 635 Capital One shares in Q2 2026, an estimated $116K.
TopTier Wealth Management first reported a position in Capital One in Q1 2026 and held it in 1 quarter.
TopTier Wealth Management's Capital One position peaked at $116K in Q1 2026.
2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on TopTier Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.