TWM
COF icon

Tradition Wealth Management’s Capital One COF Stock Holding History

Tradition 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
-1,162
Closed -$212K – 565
2026
Q1 		$212K Buy
1,162
+16
+1% +$3.35K 0.02% 464
2025
Q4 		$278K Buy
+1,146
New +$255K 0.02% 397
2024
Q1 		– Sell
-91
Closed -$12K – 534
2023
Q4 		$12K Buy
+91
New +$9.82K ﹤0.01% 956
2021
Q2 		– Sell
-300
Closed -$38K – 1170
2021
Q1 		$38K Buy
+300
New +$35.3K 0.01% 491

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

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

Tradition Wealth Management sold out of Capital One (COF) in Q2 2026, closing a stake of 1,162 shares — an estimated $212K sold.

Tradition Wealth Management first reported a position in COF in Q1 2021 and held it in 4 quarters. The position peaked at $278K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Tradition Wealth Management reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Tradition Wealth Management sold 1,162 Capital One shares in Q2 2026, an estimated $212K.
  • Tradition Wealth Management first reported a position in Capital One in Q1 2021 and held it in 4 quarters.
  • Tradition Wealth Management's Capital One position peaked at $278K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.