Wealth Advisory Solutions’s Capital One COF Stock Holding History

Wealth Advisory Solutions’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	$3.58M	Sell	17,844 -788	-4%	-$151K	0.73%	35
2026 Q1	$3.4M	Buy	+18,632	New	+$3.9M	0.76%	38

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

Wealth Advisory Solutions's COF Position: Q2 2026 in Review

Wealth Advisory Solutions reduced its Capital One (COF) stake by 4.2% in Q2 2026, selling an estimated $151K and leaving 17,844 shares worth $3.58M. The position accounts for 0.73% of the portfolio, ranked #35.

Wealth Advisory Solutions first reported a position in COF in Q1 2026 and has held it in 2 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Wealth Advisory Solutions held 17,844 shares of Capital One worth $3.58M as of Q2 2026.
Wealth Advisory Solutions sold 788 Capital One shares in Q2 2026, an estimated $151K.
Capital One made up 0.73% of Wealth Advisory Solutions's portfolio in Q2 2026, its #35 holding.
Wealth Advisory Solutions first reported a position in Capital One in Q1 2026 and has held it in 2 quarters since.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Wealth Advisory Solutions's 13F filing for Q2 2026, filed 24 Jul 2026.