Valued Wealth Advisors’s Capital One COF Stock Holding History

Valued 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	$38K	Buy	189 +4	+2%	+$765	0.01%	132
2026 Q1	$33.7K	Sell	185 -23	-11%	-$4.81K	0.01%	132
2025 Q4	$50.5K	Buy	208 +21	+11%	+$4.67K	0.02%	91
2025 Q3	$39.7K	Buy	187 +8	+4%	+$1.75K	0.02%	102
2025 Q2	$38K	Buy	179 +98	+121%	+$18.3K	0.02%	106
2025 Q1	$14.6K	Buy	81 +7	+9%	+$1.32K	0.01%	184
2024 Q4	$13.2K	Sell	74 -25	-25%	-$4.33K	0.01%	194
2024 Q3	$14.8K	Sell	99 -4	-4%	-$570	0.01%	177
2024 Q2	$14.3K	Buy	103 +19	+23%	+$2.67K	0.01%	160
2024 Q1	$12.5K	Buy	84 +53	+171%	+$7.18K	0.01%	163
2023 Q4	$3.01K	Buy	+31	New	+$3.34K	﹤0.01%	259

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

EOJOAM

E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Valued Wealth Advisors's COF Position: Q2 2026 in Review

Valued Wealth Advisors increased its Capital One (COF) stake by 2.2% in Q2 2026, buying an estimated $765 and bringing the position to 189 shares worth $38K. The position accounts for 0.01% of the portfolio, ranked #132.

Valued Wealth Advisors first reported a position in COF in Q4 2023 and has held it in 11 quarters since. The position peaked at $50.5K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Valued Wealth Advisors held 189 shares of Capital One worth $38K as of Q2 2026.
Valued Wealth Advisors bought 4 Capital One shares in Q2 2026, an estimated $765.
Capital One made up 0.01% of Valued Wealth Advisors's portfolio in Q2 2026, its #132 holding.
Valued Wealth Advisors first reported a position in Capital One in Q4 2023 and has held it in 11 quarters since.
Valued Wealth Advisors's Capital One position peaked at $50.5K in Q4 2025.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Valued Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.