West Branch Capital’s Capital One COF Stock Holding History

West Branch Capital’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	$9.83K	Hold	49	–	–	﹤0.01%	235
2026 Q1	$8.94K	Hold	49	–	–	﹤0.01%	238
2025 Q4	$11.9K	Hold	49	–	–	﹤0.01%	245
2025 Q3	$10.4K	Hold	49	–	–	﹤0.01%	271
2025 Q2	$10.4K	Hold	49	–	–	﹤0.01%	264
2025 Q1	$8.79K	Hold	49	–	–	﹤0.01%	296
2024 Q4	$8.74K	Hold	49	–	–	﹤0.01%	280
2024 Q3	$7.34K	Hold	49	–	–	﹤0.01%	303
2024 Q2	$6.79K	Hold	49	–	–	﹤0.01%	304
2024 Q1	$7.3K	Sell	49 -40	-45%	-$5.42K	﹤0.01%	302
2023 Q4	$11.7K	Buy	89 +40	+82%	+$4.32K	0.01%	270
2023 Q3	$4.76K	Hold	49	–	–	﹤0.01%	346
2023 Q2	$5.36K	Hold	49	–	–	﹤0.01%	339
2023 Q1	$4.71K	Hold	49	–	–	﹤0.01%	364
2022 Q4	$4.55K	Buy	+49	New	+$4.82K	﹤0.01%	354

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

IFM Investors Melbourne, Australia $15.1B AUM 40.57% 1-Year Est. Return

West Branch Capital's COF Position: Q2 2026 in Review

West Branch Capital held its Capital One (COF) position steady in Q2 2026 at 49 shares worth $9.83K. The position accounts for ﹤0.01% of the portfolio, ranked #235.

West Branch Capital first reported a position in COF in Q4 2022 and has held it in 15 quarters since. The position peaked at $11.9K in Q4 2025. 413 funds tracked by Wall St. Rank hold COF as of Q2 2026.

West Branch Capital held 49 shares of Capital One worth $9.83K as of Q2 2026.
West Branch Capital left its Capital One share count unchanged in Q2 2026.
Capital One made up ﹤0.01% of West Branch Capital's portfolio in Q2 2026, its #235 holding.
West Branch Capital first reported a position in Capital One in Q4 2022 and has held it in 15 quarters since.
West Branch Capital's Capital One position peaked at $11.9K in Q4 2025.
413 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on West Branch Capital's 13F filing for Q2 2026, filed 10 Jul 2026.