WFAG
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Worth Financial Advisory Group’s Capital One COF Stock Holding History

Worth Financial 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 		$201K Buy
+1,002
New +$192K 0.08% 200

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

Worth Financial Advisory Group's COF Position: Q2 2026 in Review

Worth Financial Advisory Group opened a new position in Capital One (COF) in Q2 2026: 1,002 shares worth $201K. The stake represents 0.08% of the portfolio and ranks #200 among its holdings.

2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Worth Financial Advisory Group held 1,002 shares of Capital One worth $201K as of Q2 2026.
  • Capital One was a new Worth Financial Advisory Group position in Q2 2026.
  • Capital One made up 0.08% of Worth Financial Advisory Group's portfolio in Q2 2026, its #200 holding.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Worth Financial Advisory Group's 13F filing for Q2 2026, filed 31 Jul 2026.