AO
COF icon

Advisor OS’s Capital One COF Stock Holding History

Advisor OS’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 		$694K Buy
3,805
+545
+17% +$114K 0.05% 237
2025
Q4 		$790K Buy
3,260
+39
+1% +$8.68K 0.06% 200
2025
Q3 		$685K Buy
3,221
+1,247
+63% +$273K 0.06% 208
2025
Q2 		$420K Buy
+1,974
New +$368K 0.04% 283

Other funds holding COF

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $75B AUM 11.27% 1-Year Est. Return

Advisor OS's COF Position: Q1 2026 in Review

Advisor OS increased its Capital One (COF) stake by 17% in Q1 2026, buying an estimated $114K and bringing the position to 3,805 shares worth $694K. The position accounts for 0.05% of the portfolio, ranked #237.

Advisor OS first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $790K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Advisor OS held 3,805 shares of Capital One worth $694K as of Q1 2026.
  • Advisor OS bought 545 Capital One shares in Q1 2026, an estimated $114K.
  • Capital One made up 0.05% of Advisor OS's portfolio in Q1 2026, its #237 holding.
  • Advisor OS first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Advisor OS's Capital One position peaked at $790K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Advisor OS's 13F filing for Q1 2026, filed 8 May 2026.