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ARQ Wealth Advisors’s Capital One COF Stock Holding History

ARQ 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 		$4.81M Buy
26,341
+22,815
+647% +$4.77M 0.87% 44
2025
Q4 		$855K Sell
3,526
-256
-7% -$57K 0.23% 63
2025
Q3 		$804K Buy
+3,782
New +$828K 0.24% 62

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

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

ARQ Wealth Advisors increased its Capital One (COF) stake by 647% in Q1 2026, buying an estimated $4.77M and bringing the position to 26,341 shares worth $4.81M. The position accounts for 0.87% of the portfolio, ranked #44.

ARQ Wealth Advisors first reported a position in COF in Q3 2025 and has held it in 3 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • ARQ Wealth Advisors held 26,341 shares of Capital One worth $4.81M as of Q1 2026.
  • ARQ Wealth Advisors bought 22,815 Capital One shares in Q1 2026, an estimated $4.77M.
  • Capital One made up 0.87% of ARQ Wealth Advisors's portfolio in Q1 2026, its #44 holding.
  • ARQ Wealth Advisors first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on ARQ Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.