Winthrop Advisory Group’s Capital One COF Stock Holding History

Winthrop Advisory Group’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	$364K	Buy	1,814 +275	+18%	+$52.6K	0.02%	148
2026 Q1	$281K	Sell	1,539 -1	-0.1%	-$209	0.02%	150
2025 Q4	$371K	Sell	1,540 -60	-4%	-$13.4K	0.03%	125
2025 Q3	$340K	Buy	1,600 +125	+8%	+$27.4K	0.03%	127
2025 Q2	$314K	Buy	+1,475	New	+$275K	0.03%	132
2022 Q2	–	Sell	-1,573	Closed	-$207K	–	128
2022 Q1	$207K	Buy	+1,573	New	+$229K	0.04%	129
2021 Q4	–	Sell	-1,293	Closed	-$209K	–	144
2021 Q3	$209K	Hold	1,293	–	–	0.05%	130
2021 Q2	$200K	Buy	+1,293	New	+$195K	0.05%	130

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

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

Winthrop Advisory Group increased its Capital One (COF) stake by 18% in Q2 2026, buying an estimated $52.6K and bringing the position to 1,814 shares worth $364K. The position accounts for 0.02% of the portfolio, ranked #148.

Winthrop Advisory Group first reported a position in COF in Q2 2021 and has held it in 8 quarters since. The position peaked at $371K in Q4 2025. 392 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Winthrop Advisory Group held 1,814 shares of Capital One worth $364K as of Q2 2026.
Winthrop Advisory Group bought 275 Capital One shares in Q2 2026, an estimated $52.6K.
Capital One made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #148 holding.
Winthrop Advisory Group first reported a position in Capital One in Q2 2021 and has held it in 8 quarters since.
Winthrop Advisory Group's Capital One position peaked at $371K in Q4 2025.
392 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.