AE Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.56M | Buy |
8,535
+736
| +9% | +$154K | 0.01% | 718 |
|
|
2025
Q4 | $1.89M | Buy |
7,799
+684
| +10% | +$152K | 0.01% | 618 |
|
|
2025
Q3 | $1.51M | Buy |
7,115
+428
| +6% | +$93.7K | 0.01% | 641 |
|
|
2025
Q2 | $1.42M | Buy |
6,687
+4,664
| +231% | +$870K | 0.01% | 625 |
|
|
2025
Q1 | $363K | Sell |
2,023
-16,408
| -89% | -$3.1M | ﹤0.01% | 1015 |
|
|
2024
Q4 | $3.29M | Buy |
18,431
+287
| +2% | +$49.7K | 0.03% | 426 |
|
|
2024
Q3 | $2.72M | Sell |
18,144
-1,006
| -5% | -$143K | 0.02% | 454 |
|
|
2024
Q2 | $2.65M | Buy |
19,150
+1,899
| +11% | +$266K | 0.03% | 457 |
|
|
2024
Q1 | $2.57M | Buy |
17,251
+6,322
| +58% | +$856K | 0.03% | 441 |
|
|
2023
Q4 | $1.52M | Sell |
10,929
-23,190
| -68% | -$2.5M | 0.01% | 1007 |
|
|
2023
Q3 | $3.31M | Buy |
34,119
+1,450
| +4% | +$155K | 0.02% | 673 |
|
|
2023
Q2 | $3.57M | Sell |
32,669
-3,163
| -9% | -$317K | 0.02% | 643 |
|
|
2023
Q1 | $3.45M | Buy |
35,832
+5,480
| +18% | +$574K | 0.02% | 614 |
|
|
2022
Q4 | $2.82M | Buy |
30,352
+610
| +2% | +$60K | 0.02% | 629 |
|
|
2022
Q3 | $2.74M | Buy |
29,742
+3,227
| +12% | +$344K | 0.02% | 604 |
|
|
2022
Q2 | $2.76M | Buy |
26,515
+3,311
| +14% | +$405K | 0.02% | 561 |
|
|
2022
Q1 | $3.05M | Sell |
23,204
-1,018
| -4% | -$148K | 0.02% | 585 |
|
|
2021
Q4 | $3.51M | Buy |
24,222
+820
| +4% | +$127K | 0.02% | 519 |
|
|
2021
Q3 | $3.79M | Buy |
23,402
+23
| +0.1% | +$3.75K | 0.03% | 445 |
|
|
2021
Q2 | $3.62M | Sell |
23,379
-13,688
| -37% | -$2.07M | 0.03% | 463 |
|
|
2021
Q1 | $4.72M | Sell |
37,067
-18,589
| -33% | -$2.19M | 0.05% | 325 |
|
|
2020
Q4 | $5.5M | Buy |
55,656
+6,348
| +13% | +$540K | 0.06% | 262 |
|
|
2020
Q3 | $3.54M | Buy |
49,308
+21,811
| +79% | +$1.46M | 0.05% | 289 |
|
|
2020
Q2 | $1.72M | Sell |
27,497
-1,242
| -4% | -$77.4K | 0.03% | 452 |
|
|
2020
Q1 | $1.45M | Buy |
28,739
+8,929
| +45% | +$785K | 0.03% | 386 |
|
|
2019
Q4 | $2.04M | Buy |
19,810
+2,648
| +15% | +$255K | 0.04% | 340 |
|
|
2019
Q3 | $1.56M | Sell |
17,162
-231
| -1% | -$20.8K | 0.05% | 330 |
|
|
2019
Q2 | $1.58M | Buy |
17,393
+13,965
| +407% | +$1.25M | 0.05% | 291 |
|
|
2019
Q1 | $280K | Buy |
+3,428
| New | +$279K | 0.02% | 487 |
|
|
2018
Q4 | – | Sell |
-3,158
| Closed | -$300K | – | 502 |
|
|
2018
Q3 | $300K | Sell |
3,158
-459
| -13% | -$44.6K | 0.02% | 447 |
|
|
2018
Q2 | $332K | Buy |
3,617
+712
| +25% | +$67.4K | 0.02% | 314 |
|
|
2018
Q1 | $278K | Buy |
2,905
+17
| +0.6% | +$1.69K | 0.02% | 342 |
|
|
2017
Q4 | $288K | Sell |
2,888
-86
| -3% | -$7.85K | 0.03% | 324 |
|
|
2017
Q3 | $252K | Buy |
+2,974
| New | +$245K | 0.02% | 337 |
|
Other funds holding COF
VCM
VPM
AE Wealth Management's COF Position: Q1 2026 in Review
AE Wealth Management increased its Capital One (COF) stake by 9.4% in Q1 2026, buying an estimated $154K and bringing the position to 8,535 shares worth $1.56M. The position accounts for 0.01% of the portfolio, ranked #718.
AE Wealth Management first reported a position in COF in Q3 2017 and has held it in 34 quarters since. The position peaked at $5.5M in Q4 2020. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.
- AE Wealth Management held 8,535 shares of Capital One worth $1.56M as of Q1 2026.
- AE Wealth Management bought 736 Capital One shares in Q1 2026, an estimated $154K.
- Capital One made up 0.01% of AE Wealth Management's portfolio in Q1 2026, its #718 holding.
- AE Wealth Management first reported a position in Capital One in Q3 2017 and has held it in 34 quarters since.
- AE Wealth Management's Capital One position peaked at $5.5M in Q4 2020.
- 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.
Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.