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Ariadne Wealth Management’s Capital One COF Stock Holding History

Ariadne 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
Q1 		$270K Sell
1,478
-176
-11% -$36.8K 0.12% 186
2025
Q4 		$342K Buy
1,654
+41
+3% +$9.13K 0.14% 156
2025
Q3 		$350K Sell
1,613
-58
-3% -$12.7K 0.16% 142
2025
Q2 		$363K Buy
+1,671
New +$312K 0.17% 126

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

Ariadne Wealth Management's COF Position: Q1 2026 in Review

Ariadne Wealth Management reduced its Capital One (COF) stake by 11% in Q1 2026, selling an estimated $36.8K and leaving 1,478 shares worth $270K. The position accounts for 0.12% of the portfolio, ranked #186.

Ariadne Wealth Management first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $363K in Q2 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Ariadne Wealth Management held 1,478 shares of Capital One worth $270K as of Q1 2026.
  • Ariadne Wealth Management sold 176 Capital One shares in Q1 2026, an estimated $36.8K.
  • Capital One made up 0.12% of Ariadne Wealth Management's portfolio in Q1 2026, its #186 holding.
  • Ariadne Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Ariadne Wealth Management's Capital One position peaked at $363K in Q2 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Ariadne Wealth Management's 13F filing for Q1 2026, filed 18 May 2026.