WFC
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Western Financial Corp’s Capital One COF Stock Holding History

Western Financial Corp’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 		$739K Buy
3,685
+408
+12% +$78K 0.22% 79
2026
Q1 		$598K Sell
3,277
-2,268
-41% -$474K 0.23% 84
2025
Q4 		$1.34M Sell
5,545
-83
-1% -$18.5K 0.53% 48
2025
Q3 		$1.2M Sell
5,628
-163
-3% -$35.7K 0.52% 50
2025
Q2 		$1.23M Buy
5,791
+3,509
+154% +$655K 0.66% 42
2025
Q1 		$409K Buy
2,282
+99
+5% +$18.7K 0.24% 91
2024
Q4 		$389K Buy
2,183
+405
+23% +$70.1K 0.21% 100
2024
Q3 		$266K Sell
1,778
-2
-0.1% -$285 0.15% 110
2024
Q2 		$246K Sell
1,780
-128
-7% -$18K 0.15% 105
2024
Q1 		$284K Buy
+1,908
New +$258K 0.17% 104

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

Western Financial Corp's COF Position: Q2 2026 in Review

Western Financial Corp increased its Capital One (COF) stake by 12% in Q2 2026, buying an estimated $78K and bringing the position to 3,685 shares worth $739K. The position accounts for 0.22% of the portfolio, ranked #79.

Western Financial Corp first reported a position in COF in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.34M in Q4 2025. 2,125 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Western Financial Corp held 3,685 shares of Capital One worth $739K as of Q2 2026.
  • Western Financial Corp bought 408 Capital One shares in Q2 2026, an estimated $78K.
  • Capital One made up 0.22% of Western Financial Corp's portfolio in Q2 2026, its #79 holding.
  • Western Financial Corp first reported a position in Capital One in Q1 2024 and has held it in 10 quarters since.
  • Western Financial Corp's Capital One position peaked at $1.34M in Q4 2025.
  • 2,125 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.