Vertrix Wealth Management’s Capital One COF Stock Holding History

Vertrix Wealth Management’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	$212K	Buy	+1,057	New	+$202K	0.07%	102

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

Vertrix Wealth Management's COF Position: Q2 2026 in Review

Vertrix Wealth Management opened a new position in Capital One (COF) in Q2 2026: 1,057 shares worth $212K. The stake represents 0.07% of the portfolio and ranks #102 among its holdings.

2,108 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Vertrix Wealth Management held 1,057 shares of Capital One worth $212K as of Q2 2026.
Capital One was a new Vertrix Wealth Management position in Q2 2026.
Capital One made up 0.07% of Vertrix Wealth Management's portfolio in Q2 2026, its #102 holding.
2,108 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Vertrix Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.