United Advisor Group’s Capital One COF Stock Holding History

United Advisor 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	–	Sell	-1,481	Closed	-$270K	–	554
2026 Q1	$270K	Sell	1,481 -40	-3%	-$8.37K	0.03%	415
2025 Q4	$369K	Buy	1,521 +380	+33%	+$84.6K	0.05%	332
2025 Q3	$243K	Buy	+1,141	New	+$250K	0.03%	409

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

United Advisor Group's COF Position: Q2 2026 in Review

United Advisor Group sold out of Capital One (COF) in Q2 2026, closing a stake of 1,481 shares — an estimated $270K sold.

United Advisor Group first reported a position in COF in Q3 2025 and held it in 3 quarters. The position peaked at $369K in Q4 2025. 2,122 funds tracked by Wall St. Rank hold COF as of Q2 2026.

United Advisor Group reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
United Advisor Group sold 1,481 Capital One shares in Q2 2026, an estimated $270K.
United Advisor Group first reported a position in Capital One in Q3 2025 and held it in 3 quarters.
United Advisor Group's Capital One position peaked at $369K in Q4 2025.
2,122 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on United Advisor Group's 13F filing for Q2 2026, filed 29 Jul 2026.