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True Link Financial Advisors’s Capital One COF Stock Holding History

True Link Financial Advisors’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
-857
Closed -$156K – 153
2026
Q1 		$156K Sell
857
-203
-19% -$42.5K 0.01% 113
2025
Q4 		$257K Sell
1,060
-57
-5% -$12.7K 0.02% 94
2025
Q3 		$237K Sell
1,117
-280
-20% -$61.3K 0.02% 79
2025
Q2 		$297K Buy
+1,397
New +$261K 0.02% 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 $3.38T AUM 44.17% 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

True Link Financial Advisors's COF Position: Q2 2026 in Review

True Link Financial Advisors sold out of Capital One (COF) in Q2 2026, closing a stake of 857 shares — an estimated $156K sold.

True Link Financial Advisors first reported a position in COF in Q2 2025 and held it in 4 quarters. The position peaked at $297K in Q2 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • True Link Financial Advisors reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • True Link Financial Advisors sold 857 Capital One shares in Q2 2026, an estimated $156K.
  • True Link Financial Advisors first reported a position in Capital One in Q2 2025 and held it in 4 quarters.
  • True Link Financial Advisors's Capital One position peaked at $297K in Q2 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on True Link Financial Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.