AP
COF icon

Appleton Partners’s Capital One COF Stock Holding History

Appleton Partners’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 		$2.68M Sell
14,687
-663
-4% -$139K 0.19% 100
2025
Q4 		$3.72M Sell
15,350
-100
-0.6% -$22.3K 0.25% 84
2025
Q3 		$3.28M Sell
15,450
-1,762
-10% -$386K 0.22% 91
2025
Q2 		$3.66M Buy
+17,212
New +$3.21M 0.26% 85
2016
Q1 		– Sell
-3,055
Closed -$221K – 208
2015
Q4 		$221K Buy
+3,055
New +$234K 0.04% 200

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

Appleton Partners's COF Position: Q1 2026 in Review

Appleton Partners reduced its Capital One (COF) stake by 4.3% in Q1 2026, selling an estimated $139K and leaving 14,687 shares worth $2.68M. The position accounts for 0.19% of the portfolio, ranked #100.

Appleton Partners first reported a position in COF in Q4 2015 and has held it in 5 quarters since. The position peaked at $3.72M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Appleton Partners held 14,687 shares of Capital One worth $2.68M as of Q1 2026.
  • Appleton Partners sold 663 Capital One shares in Q1 2026, an estimated $139K.
  • Capital One made up 0.19% of Appleton Partners's portfolio in Q1 2026, its #100 holding.
  • Appleton Partners first reported a position in Capital One in Q4 2015 and has held it in 5 quarters since.
  • Appleton Partners's Capital One position peaked at $3.72M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Appleton Partners's 13F filing for Q1 2026, filed 28 Apr 2026.