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Triad Wealth Partners’s Capital One COF Stock Holding History

Triad Wealth Partners’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 		$443K Buy
+2,034
New +$389K 0.03% 346
2026
Q1 		– Sell
-1,195
Closed -$290K – 484
2025
Q4 		$290K Buy
+1,195
New +$266K 0.03% 389
2024
Q3 		– Sell
-53
Closed -$7.34K – 219
2024
Q2 		$7.34K Buy
+53
New +$7.43K ﹤0.01% 497

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

Triad Wealth Partners's COF Position: Q2 2026 in Review

Triad Wealth Partners opened a new position in Capital One (COF) in Q2 2026: 2,034 shares worth $443K. The stake represents 0.03% of the portfolio and ranks #346 among its holdings. This is a return to the name: Triad Wealth Partners previously reported a position in COF as recently as Q4 2025.

Triad Wealth Partners first reported a position in COF in Q2 2024 and has held it in 3 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Triad Wealth Partners held 2,034 shares of Capital One worth $443K as of Q2 2026.
  • Capital One was a new Triad Wealth Partners position in Q2 2026.
  • Capital One made up 0.03% of Triad Wealth Partners's portfolio in Q2 2026, its #346 holding.
  • Triad Wealth Partners first reported a position in Capital One in Q2 2024 and has held it in 3 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Triad Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.