Activest Wealth Management
COF icon

Activest Wealth Management’s Capital One COF Stock Holding History

Activest 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
Q3 		$51.6K Buy
267
+31
+13% +$6.5K 0.01% 267
2026
Q2 		$47.3K Buy
236
+88
+59% +$16.8K 0.01% 287
2026
Q1 		$27K Sell
148
-142
-49% -$29.7K ﹤0.01% 450
2025
Q4 		$70.3K Buy
290
+248
+590% +$55.2K 0.01% 264
2025
Q3 		$8.93K Buy
42
+9
+27% +$1.97K ﹤0.01% 530
2025
Q2 		$7.02K Sell
33
-67
-67% -$12.5K ﹤0.01% 498
2025
Q1 		$17.9K Buy
100
+99
+9,900% +$18.7K ﹤0.01% 306
2024
Q4 		$178 Buy
+1
New +$173 ﹤0.01% 649
2023
Q1 		– Sell
-58
Closed -$5.39K – 361
2022
Q4 		$5.39K Hold
58
– – ﹤0.01% 352
2022
Q3 		$5K Buy
58
+24
+71% +$2.56K ﹤0.01% 343
2022
Q2 		$4K Buy
+34
New +$4.16K ﹤0.01% 268

Other funds holding COF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Activest Wealth Management's COF Position: Q3 2026 in Review

Activest Wealth Management increased its Capital One (COF) stake by 13% in Q3 2026, buying an estimated $6.5K and bringing the position to 267 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #267.

Activest Wealth Management first reported a position in COF in Q2 2022 and has held it in 11 quarters since. The position peaked at $70.3K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Activest Wealth Management held 267 shares of Capital One worth $51.6K as of Q3 2026.
  • Activest Wealth Management bought 31 Capital One shares in Q3 2026, an estimated $6.5K.
  • Capital One made up 0.01% of Activest Wealth Management's portfolio in Q3 2026, its #267 holding.
  • Activest Wealth Management first reported a position in Capital One in Q2 2022 and has held it in 11 quarters since.
  • Activest Wealth Management's Capital One position peaked at $70.3K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Activest Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.