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Twin Peaks Wealth Advisors’s Capital One COF Stock Holding History

Twin Peaks Wealth 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
-411
Closed -$75.1K – 626
2026
Q1 		$75.1K Buy
+411
New +$86K 0.02% 336
2025
Q3 		– Sell
-370
Closed -$80.3K – 554
2025
Q2 		$80.3K Sell
370
-969
-72% -$181K 0.03% 266
2025
Q1 		$219K Buy
1,339
+57
+4% +$10.8K 0.1% 131
2024
Q4 		$229K Sell
1,282
-121
-9% -$20.9K 0.1% 130
2024
Q3 		$210K Sell
1,403
-87
-6% -$12.4K 0.1% 128
2024
Q2 		$206K Buy
+1,490
New +$209K 0.1% 124

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

Twin Peaks Wealth Advisors's COF Position: Q2 2026 in Review

Twin Peaks Wealth Advisors sold out of Capital One (COF) in Q2 2026, closing a stake of 411 shares — an estimated $75.1K sold.

Twin Peaks Wealth Advisors first reported a position in COF in Q2 2024 and held it in 6 quarters. The position peaked at $229K in Q4 2024. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Twin Peaks Wealth Advisors reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Twin Peaks Wealth Advisors sold 411 Capital One shares in Q2 2026, an estimated $75.1K.
  • Twin Peaks Wealth Advisors first reported a position in Capital One in Q2 2024 and held it in 6 quarters.
  • Twin Peaks Wealth Advisors's Capital One position peaked at $229K in Q4 2024.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.