WealthShield Partners’s Capital One COF Stock Holding History

WealthShield Partners’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	-1,224	Closed	-$223K	–	415
2026 Q1	$223K	Buy	+1,224	New	+$256K	0.02%	328
2021 Q2	–	Sell	-64	Closed	-$8K	–	839
2021 Q1	$8K	Buy	+64	New	+$7.54K	﹤0.01%	850

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

WealthShield Partners's COF Position: Q2 2026 in Review

WealthShield Partners sold out of Capital One (COF) in Q2 2026, closing a stake of 1,224 shares — an estimated $223K sold.

WealthShield Partners first reported a position in COF in Q1 2021 and held it in 2 quarters. The position peaked at $223K in Q1 2026. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

WealthShield Partners reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
WealthShield Partners sold 1,224 Capital One shares in Q2 2026, an estimated $223K.
WealthShield Partners first reported a position in Capital One in Q1 2021 and held it in 2 quarters.
WealthShield Partners's Capital One position peaked at $223K in Q1 2026.
2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.