Total Clarity Wealth Management’s Capital One COF Stock Holding History

Total Clarity 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	$211K	Buy	+1,052	New	+$201K	0.04%	344
2026 Q1	–	Sell	-1,051	Closed	-$255K	–	319
2025 Q4	$255K	Buy	1,051 +4	+0.4%	+$890	0.06%	257
2025 Q3	$223K	Hold	1,047	–	–	0.06%	260
2025 Q2	$223K	Buy	+1,047	New	+$195K	0.06%	255
2022 Q3	–	Sell	-1,800	Closed	-$188K	–	349
2022 Q2	$188K	Buy	1,800 +200	+13%	+$24.4K	0.1%	213
2022 Q1	$210K	Hold	1,600	–	–	0.12%	209
2021 Q4	$232K	Sell	1,600 -75	-4%	-$11.6K	0.11%	193
2021 Q3	$271K	Buy	1,675 +75	+5%	+$12.2K	0.13%	173
2021 Q2	$248K	Hold	1,600	–	–	0.14%	183
2021 Q1	$204K	Buy	+1,600	New	+$188K	0.12%	174
2020 Q1	–	Sell	-3,250	Closed	-$334K	–	182
2019 Q4	$334K	Buy	+3,250	New	+$313K	0.25%	86

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 $3.38T AUM 44.17% 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

Total Clarity Wealth Management's COF Position: Q2 2026 in Review

Total Clarity Wealth Management opened a new position in Capital One (COF) in Q2 2026: 1,052 shares worth $211K. The stake represents 0.04% of the portfolio and ranks #344 among its holdings. This is a return to the name: Total Clarity Wealth Management previously reported a position in COF as recently as Q4 2025.

Total Clarity Wealth Management first reported a position in COF in Q4 2019 and has held it in 11 quarters since. The position peaked at $334K in Q4 2019. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Total Clarity Wealth Management held 1,052 shares of Capital One worth $211K as of Q2 2026.
Capital One was a new Total Clarity Wealth Management position in Q2 2026.
Capital One made up 0.04% of Total Clarity Wealth Management's portfolio in Q2 2026, its #344 holding.
Total Clarity Wealth Management first reported a position in Capital One in Q4 2019 and has held it in 11 quarters since.
Total Clarity Wealth Management's Capital One position peaked at $334K in Q4 2019.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Total Clarity Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.