Wilkerson Advisory Group’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$62K Buy
309
+19
+7% +$3.63K 0.02% 207
2026
Q1
$52.9K Buy
290
+101
+53% +$21.1K 0.02% 202
2025
Q4
$45.8K Buy
+189
New +$42.1K 0.02% 169

Other funds holding COF

Wilkerson Advisory Group's COF Position: Q2 2026 in Review

Wilkerson Advisory Group increased its Capital One (COF) stake by 6.6% in Q2 2026, buying an estimated $3.63K and bringing the position to 309 shares worth $62K. The position accounts for 0.02% of the portfolio, ranked #207.

Wilkerson Advisory Group first reported a position in COF in Q4 2025 and has held it in 3 quarters since. 2,113 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Wilkerson Advisory Group held 309 shares of Capital One worth $62K as of Q2 2026.
  • Wilkerson Advisory Group bought 19 Capital One shares in Q2 2026, an estimated $3.63K.
  • Capital One made up 0.02% of Wilkerson Advisory Group's portfolio in Q2 2026, its #207 holding.
  • Wilkerson Advisory Group first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • 2,113 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Wilkerson Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.