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Wealth Preservation Advisors’s Capital One COF Stock Holding History

Wealth Preservation 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 		– Sell
-654
Closed -$119K – 256
2026
Q1 		$119K Buy
654
+12
+2% +$2.51K 0.1% 92
2025
Q4 		$156K Buy
642
+25
+4% +$5.57K 0.08% 103
2025
Q3 		$131K Hold
617
– – 0.08% 109
2025
Q2 		$131K Buy
617
+522
+549% +$97.4K 0.08% 115
2025
Q1 		$17K Buy
+95
New +$17.9K 0.01% 276

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

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

Wealth Preservation Advisors sold out of Capital One (COF) in Q2 2026, closing a stake of 654 shares — an estimated $119K sold.

Wealth Preservation Advisors first reported a position in COF in Q1 2025 and held it in 5 quarters. The position peaked at $156K in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Wealth Preservation Advisors reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Wealth Preservation Advisors sold 654 Capital One shares in Q2 2026, an estimated $119K.
  • Wealth Preservation Advisors first reported a position in Capital One in Q1 2025 and held it in 5 quarters.
  • Wealth Preservation Advisors's Capital One position peaked at $156K in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.