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COF icon

ViaWealth’s Capital One COF Stock Holding History

ViaWealth’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 		$872K Buy
4,345
+1,172
+37% +$224K 0.44% 67
2026
Q1 		$579K Buy
3,173
+1,107
+54% +$232K 0.32% 90
2025
Q4 		$501K Buy
2,066
+5
+0.2% +$1.11K 0.28% 98
2025
Q3 		$438K Sell
2,061
-147
-7% -$32.2K 0.24% 109
2025
Q2 		$470K Buy
2,208
+55
+3% +$10.3K 0.28% 101
2025
Q1 		$386K Buy
2,153
+452
+27% +$85.4K 0.24% 113
2024
Q4 		$303K Sell
1,701
-598
-26% -$104K 0.18% 125
2024
Q3 		$344K Buy
2,299
+4
+0.2% +$570 0.2% 125
2024
Q2 		$318K Buy
2,295
+6
+0.3% +$842 0.2% 128
2024
Q1 		$341K Sell
2,289
-90
-4% -$12.2K 0.21% 124
2023
Q4 		$312K Sell
2,379
-651
-21% -$70.2K 0.21% 127
2023
Q3 		$294K Sell
3,030
-216
-7% -$23.1K 0.22% 132
2023
Q2 		$355K Buy
3,246
+90
+3% +$9.01K 0.26% 121
2023
Q1 		$303K Buy
3,156
+698
+28% +$73.1K 0.24% 125
2022
Q4 		$240K Buy
+2,458
New +$242K 0.2% 140

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

ViaWealth's COF Position: Q2 2026 in Review

ViaWealth increased its Capital One (COF) stake by 37% in Q2 2026, buying an estimated $224K and bringing the position to 4,345 shares worth $872K. The position accounts for 0.44% of the portfolio, ranked #67.

ViaWealth first reported a position in COF in Q4 2022 and has held it in 15 quarters since. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • ViaWealth held 4,345 shares of Capital One worth $872K as of Q2 2026.
  • ViaWealth bought 1,172 Capital One shares in Q2 2026, an estimated $224K.
  • Capital One made up 0.44% of ViaWealth's portfolio in Q2 2026, its #67 holding.
  • ViaWealth first reported a position in Capital One in Q4 2022 and has held it in 15 quarters since.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on ViaWealth's 13F filing for Q2 2026, filed 11 Aug 2026.