True Wealth Design
COF icon

True Wealth Design’s Capital One COF Stock Holding History

True Wealth Design’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
Q3 		$348K Buy
1,801
+594
+49% +$125K 0.08% 62
2026
Q2 		$242K Buy
1,207
+373
+45% +$71.4K 0.06% 89
2026
Q1 		$152K Sell
834
-255
-23% -$53.3K 0.04% 126
2025
Q4 		$264K Buy
1,089
+132
+14% +$29.4K 0.08% 59
2025
Q3 		$203K Buy
957
+312
+48% +$68.3K 0.06% 68
2025
Q2 		$137K Buy
645
+479
+289% +$89.4K 0.05% 76
2025
Q1 		$29.8K Buy
166
+50
+43% +$9.44K 0.01% 277
2024
Q4 		$20.7K Buy
116
+7
+6% +$1.21K 0.01% 318
2024
Q3 		$16.3K Buy
+109
New +$15.5K 0.01% 351
2023
Q2 		– Sell
-85
Closed -$8.17K – 806
2023
Q1 		$8.17K Buy
+85
New +$8.9K ﹤0.01% 251

Other funds holding COF

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

True Wealth Design's COF Position: Q3 2026 in Review

True Wealth Design increased its Capital One (COF) stake by 49% in Q3 2026, buying an estimated $125K and bringing the position to 1,801 shares worth $348K. The position accounts for 0.08% of the portfolio, ranked #62.

True Wealth Design first reported a position in COF in Q1 2023 and has held it in 10 quarters since. 545 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • True Wealth Design held 1,801 shares of Capital One worth $348K as of Q3 2026.
  • True Wealth Design bought 594 Capital One shares in Q3 2026, an estimated $125K.
  • Capital One made up 0.08% of True Wealth Design's portfolio in Q3 2026, its #62 holding.
  • True Wealth Design first reported a position in Capital One in Q1 2023 and has held it in 10 quarters since.
  • 545 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.