Xcel Wealth Management’s Capital One COF Stock Holding History

Xcel Wealth Management’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	$11M	Buy	54,770 +374	+0.7%	+$71.5K	2.62%	11
2026 Q1	$9.92M	Buy	54,396 +8,166	+18%	+$1.71M	2.74%	11
2025 Q4	$11.2M	Buy	46,230 +2,243	+5%	+$499K	2.85%	11
2025 Q3	$9.35M	Buy	43,987 +373	+0.9%	+$81.7K	2.43%	11
2025 Q2	$9.28M	Buy	43,614 +20,174	+86%	+$3.76M	2.64%	10
2025 Q1	$4.2M	Buy	+23,440	New	+$4.43M	1.31%	21
2021 Q3	–	Sell	-1,400	Closed	-$217K	–	137
2021 Q2	$217K	Buy	+1,400	New	+$211K	0.07%	136

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Xcel Wealth Management's COF Position: Q2 2026 in Review

Xcel Wealth Management increased its Capital One (COF) stake by 0.69% in Q2 2026, buying an estimated $71.5K and bringing the position to 54,770 shares worth $11M. The position accounts for 2.62% of the portfolio, ranked #11.

Xcel Wealth Management first reported a position in COF in Q2 2021 and has held it in 7 quarters since. The position peaked at $11.2M in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Xcel Wealth Management held 54,770 shares of Capital One worth $11M as of Q2 2026.
Xcel Wealth Management bought 374 Capital One shares in Q2 2026, an estimated $71.5K.
Capital One made up 2.62% of Xcel Wealth Management's portfolio in Q2 2026, its #11 holding.
Xcel Wealth Management first reported a position in Capital One in Q2 2021 and has held it in 7 quarters since.
Xcel Wealth Management's Capital One position peaked at $11.2M in Q4 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Xcel Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.