WFA
COF icon

Wellspring Financial Advisors’s Capital One COF Stock Holding History

Wellspring Financial 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 		$900K Sell
4,486
-413
-8% -$79K 0.06% 108
2026
Q1 		$894K Buy
4,899
+2,139
+78% +$447K 0.07% 108
2025
Q4 		$669K Buy
+2,760
New +$614K 0.05% 121

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
GIA
Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
II
IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

Wellspring Financial Advisors's COF Position: Q2 2026 in Review

Wellspring Financial Advisors reduced its Capital One (COF) stake by 8.4% in Q2 2026, selling an estimated $79K and leaving 4,486 shares worth $900K. The position accounts for 0.06% of the portfolio, ranked #108.

Wellspring Financial Advisors first reported a position in COF in Q4 2025 and has held it in 3 quarters since. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Wellspring Financial Advisors held 4,486 shares of Capital One worth $900K as of Q2 2026.
  • Wellspring Financial Advisors sold 413 Capital One shares in Q2 2026, an estimated $79K.
  • Capital One made up 0.06% of Wellspring Financial Advisors's portfolio in Q2 2026, its #108 holding.
  • Wellspring Financial Advisors first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • 413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Wellspring Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.