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Aletheian Wealth Advisors’s Capital One COF Stock Holding History

Aletheian 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
2025
Q3 		$200K Sell
942
-40
-4% -$8.76K 0.09% 99
2025
Q2 		$209K Buy
+982
New +$183K 0.1% 95

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Aletheian Wealth Advisors's COF Position: Q3 2025 in Review

Aletheian Wealth Advisors reduced its Capital One (COF) stake by 4.1% in Q3 2025, selling an estimated $8.76K and leaving 942 shares worth $200K. The position accounts for 0.09% of the portfolio, ranked #99.

Aletheian Wealth Advisors first reported a position in COF in Q2 2025 and has held it in 2 quarters since. The position peaked at $209K in Q2 2025. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Aletheian Wealth Advisors held 942 shares of Capital One worth $200K as of Q3 2025.
  • Aletheian Wealth Advisors sold 40 Capital One shares in Q3 2025, an estimated $8.76K.
  • Capital One made up 0.09% of Aletheian Wealth Advisors's portfolio in Q3 2025, its #99 holding.
  • Aletheian Wealth Advisors first reported a position in Capital One in Q2 2025 and has held it in 2 quarters since.
  • Aletheian Wealth Advisors's Capital One position peaked at $209K in Q2 2025.
  • 1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Aletheian Wealth Advisors's 13F filing for Q3 2025, filed 12 Nov 2025.