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Arkadios Wealth Advisors’s Capital One COF Stock Holding History

Arkadios 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
2026
Q1 		$2.99M Sell
16,417
-7,285
-31% -$1.52M 0.05% 385
2025
Q4 		$5.74M Buy
23,702
+5,787
+32% +$1.29M 0.11% 195
2025
Q3 		$3.81M Buy
17,915
+1,804
+11% +$395K 0.09% 232
2025
Q2 		$3.43M Buy
16,111
+5,184
+47% +$967K 0.1% 218
2025
Q1 		$1.96M Buy
10,927
+9,151
+515% +$1.73M 0.07% 288
2024
Q4 		$317K Sell
1,776
-4
-0.2% -$692 0.02% 705
2024
Q3 		$266K Buy
1,780
+66
+4% +$9.4K 0.02% 755
2024
Q2 		$237K Buy
1,714
+157
+10% +$22K 0.02% 712
2024
Q1 		$232K Sell
1,557
-318
-17% -$43.1K 0.02% 614
2023
Q4 		$246K Buy
+1,875
New +$202K 0.02% 591
2022
Q2 		– Sell
-2,223
Closed -$292K – 554
2022
Q1 		$292K Buy
2,223
+54
+2% +$7.87K 0.04% 435
2021
Q4 		$315K Sell
2,169
-702
-24% -$108K 0.04% 436
2021
Q3 		$465K Sell
2,871
-889
-24% -$145K 0.07% 307
2021
Q2 		$581K Buy
3,760
+164
+5% +$24.7K 0.07% 294
2021
Q1 		$457K Buy
3,596
+318
+10% +$37.5K 0.08% 264
2020
Q4 		$324K Buy
3,278
+2,231
+213% +$190K 0.07% 250
2020
Q3 		$83K Sell
1,047
-274
-21% -$18.3K 0.04% 321
2020
Q2 		$80.2K Sell
1,321
-156
-11% -$9.72K 0.04% 294
2020
Q1 		$74.5K Sell
1,477
-16
-1% -$1.41K 0.05% 282
2019
Q4 		$153K Buy
+1,493
New +$144K 0.09% 183

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

Arkadios Wealth Advisors's COF Position: Q1 2026 in Review

Arkadios Wealth Advisors reduced its Capital One (COF) stake by 31% in Q1 2026, selling an estimated $1.52M and leaving 16,417 shares worth $2.99M. The position accounts for 0.05% of the portfolio, ranked #385.

Arkadios Wealth Advisors first reported a position in COF in Q4 2019 and has held it in 20 quarters since. The position peaked at $5.74M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Arkadios Wealth Advisors held 16,417 shares of Capital One worth $2.99M as of Q1 2026.
  • Arkadios Wealth Advisors sold 7,285 Capital One shares in Q1 2026, an estimated $1.52M.
  • Capital One made up 0.05% of Arkadios Wealth Advisors's portfolio in Q1 2026, its #385 holding.
  • Arkadios Wealth Advisors first reported a position in Capital One in Q4 2019 and has held it in 20 quarters since.
  • Arkadios Wealth Advisors's Capital One position peaked at $5.74M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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