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Whipplewood Advisors’s Capital One COF Stock Holding History

Whipplewood 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 		– Sell
-73
Closed -$13.3K – 721
2026
Q1 		$13.3K Buy
73
+65
+813% +$13.6K 0.01% 440
2025
Q4 		$1.94K Buy
+8
New +$1.78K ﹤0.01% 347
2025
Q3 		– Sell
-163
Closed -$34.7K – 481
2025
Q2 		$34.7K Sell
163
-927
-85% -$173K 0.02% 379
2025
Q1 		$13.6K Buy
1,090
+1,012
+1,297% +$191K 0.01% 507
2024
Q4 		$13.9K Buy
+78
New +$13.5K 0.01% 499

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

Whipplewood Advisors's COF Position: Q2 2026 in Review

Whipplewood Advisors sold out of Capital One (COF) in Q2 2026, closing a stake of 73 shares — an estimated $13.3K sold.

Whipplewood Advisors first reported a position in COF in Q4 2024 and held it in 5 quarters. The position peaked at $34.7K in Q2 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Whipplewood Advisors reported no remaining Capital One position as of Q2 2026 after selling out during the quarter.
  • Whipplewood Advisors sold 73 Capital One shares in Q2 2026, an estimated $13.3K.
  • Whipplewood Advisors first reported a position in Capital One in Q4 2024 and held it in 5 quarters.
  • Whipplewood Advisors's Capital One position peaked at $34.7K in Q2 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Whipplewood Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.