Turning Point Benefit Group’s Capital One COF Stock Holding History

Turning Point Benefit Group’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	$321K	Buy	1,594 +258	+19%	+$49.4K	0.14%	87
2026 Q1	$246K	Sell	1,336 -18	-1%	-$3.77K	0.16%	86
2025 Q4	$328K	Buy	1,354 +101	+8%	+$22.5K	0.17%	69
2025 Q3	$267K	Buy	1,253 +99	+9%	+$21.7K	0.16%	76
2025 Q2	$246K	Buy	+1,154	New	+$215K	0.19%	72
2025 Q1	–	Sell	-1,201	Closed	-$217K	–	67
2024 Q4	$217K	Buy	+1,201	New	+$208K	0.21%	61

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 $3.37T AUM 44.26% 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

Turning Point Benefit Group's COF Position: Q2 2026 in Review

Turning Point Benefit Group increased its Capital One (COF) stake by 19% in Q2 2026, buying an estimated $49.4K and bringing the position to 1,594 shares worth $321K. The position accounts for 0.14% of the portfolio, ranked #87.

Turning Point Benefit Group first reported a position in COF in Q4 2024 and has held it in 6 quarters since. The position peaked at $328K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Turning Point Benefit Group held 1,594 shares of Capital One worth $321K as of Q2 2026.
Turning Point Benefit Group bought 258 Capital One shares in Q2 2026, an estimated $49.4K.
Capital One made up 0.14% of Turning Point Benefit Group's portfolio in Q2 2026, its #87 holding.
Turning Point Benefit Group first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
Turning Point Benefit Group's Capital One position peaked at $328K in Q4 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Turning Point Benefit Group's 13F filing for Q2 2026, filed 23 Jul 2026.