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Wealthspire Advisors (New York)’s Capital One COF Stock Holding History

Wealthspire Advisors (New York)’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 		$3.79M Buy
18,871
+5,954
+46% +$1.14M 0.02% 308
2026
Q1 		$2.36M Sell
12,917
-5,171
-29% -$1.08M 0.02% 263
2025
Q4 		$4.38M Buy
18,088
+4,334
+32% +$965K 0.03% 179
2025
Q3 		$2.92M Buy
13,754
+1,519
+12% +$333K 0.02% 222
2025
Q2 		$2.6M Buy
12,235
+5,302
+76% +$989K 0.01% 241
2025
Q1 		$1.24M Sell
6,933
-66
-0.9% -$12.5K 0.01% 344
2024
Q4 		$1.25M Buy
6,999
+1,938
+38% +$335K 0.01% 328
2024
Q3 		$758K Sell
5,061
-80
-2% -$11.4K 0.01% 420
2024
Q2 		$712K Sell
5,141
-38
-0.7% -$5.33K 0.01% 368
2024
Q1 		$771K Buy
5,179
+117
+2% +$15.8K 0.01% 351
2023
Q4 		$664K Sell
5,062
-7,337
-59% -$791K 0.01% 375
2023
Q3 		$1.2M Sell
12,399
-336
-3% -$35.9K 0.02% 254
2023
Q2 		$1.39M Sell
12,735
-58
-0.5% -$5.81K 0.02% 202
2023
Q1 		$1.23M Buy
12,793
+2,413
+23% +$253K 0.02% 215
2022
Q4 		$965K Buy
10,380
+6,560
+172% +$645K 0.02% 268
2022
Q3 		$352K Buy
3,820
+615
+19% +$65.5K 0.01% 388
2022
Q2 		$334K Sell
3,205
-6,783
-68% -$829K 0.01% 376
2022
Q1 		$1.31M Buy
9,988
+6,293
+170% +$918K 0.03% 164
2021
Q4 		$536K Sell
3,695
-89
-2% -$13.8K 0.01% 311
2021
Q3 		$613K Buy
3,784
+2,436
+181% +$398K 0.01% 317
2021
Q2 		$209K Sell
1,348
-4,841
-78% -$730K 0.01% 351
2021
Q1 		$787K Buy
6,189
+2,805
+83% +$330K 0.02% 304
2020
Q4 		$335K Buy
+3,384
New +$288K 0.01% 402
2019
Q1 		– Sell
-323
Closed -$24K – 200
2018
Q4 		$24K Buy
+323
New +$28K ﹤0.01% 300

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 $3.38T AUM 44.17% 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

Wealthspire Advisors (New York)'s COF Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Capital One (COF) stake by 46% in Q2 2026, buying an estimated $1.14M and bringing the position to 18,871 shares worth $3.79M. The position accounts for 0.02% of the portfolio, ranked #308.

Wealthspire Advisors (New York) first reported a position in COF in Q4 2018 and has held it in 24 quarters since. The position peaked at $4.38M in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Wealthspire Advisors (New York) held 18,871 shares of Capital One worth $3.79M as of Q2 2026.
  • Wealthspire Advisors (New York) bought 5,954 Capital One shares in Q2 2026, an estimated $1.14M.
  • Capital One made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #308 holding.
  • Wealthspire Advisors (New York) first reported a position in Capital One in Q4 2018 and has held it in 24 quarters since.
  • Wealthspire Advisors (New York)'s Capital One position peaked at $4.38M in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.