AWA
COF icon

Aaron Wealth Advisors’s Capital One COF Stock Holding History

Aaron Wealth 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
Q1 		$1.64M Sell
8,977
-3,173
-26% -$664K 0.09% 134
2025
Q4 		$2.94M Buy
12,150
+1,684
+16% +$375K 0.16% 85
2025
Q3 		$2.22M Buy
10,466
+3,599
+52% +$788K 0.13% 97
2025
Q2 		$1.46M Buy
6,867
+3,585
+109% +$669K 0.15% 93
2025
Q1 		$588K Buy
3,282
+101
+3% +$19.1K 0.07% 184
2024
Q4 		$567K Buy
3,181
+299
+10% +$51.8K 0.07% 183
2024
Q3 		$432K Buy
2,882
+825
+40% +$117K 0.05% 222
2024
Q2 		$285K Buy
2,057
+326
+19% +$45.7K 0.04% 247
2024
Q1 		$258K Buy
+1,731
New +$234K 0.04% 242
2022
Q4 		– Sell
-5,364
Closed -$494K – 247
2022
Q3 		$494K Sell
5,364
-508
-9% -$54.1K 0.09% 112
2022
Q2 		$611K Sell
5,872
-927,206
-99% -$113M 0.15% 85
2022
Q1 		$7.11M Buy
+933,078
New +$136M 0.1% 100

Other funds holding COF

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return