ARS Wealth Advisors Group
COF icon

ARS Wealth Advisors Group’s Capital One COF Stock Holding History

ARS Wealth Advisors Group’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
Q3 		$258K Sell
1,336
-21
-2% -$4.41K 0.02% 193
2026
Q2 		$272K Buy
1,357
+199
+17% +$38.1K 0.02% 194
2026
Q1 		$211K Buy
1,158
+230
+25% +$48.1K 0.02% 194
2025
Q4 		$225K Buy
+928
New +$207K 0.02% 178

Other funds holding COF

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Davis Selected Advisers
Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

ARS Wealth Advisors Group's COF Position: Q3 2026 in Review

ARS Wealth Advisors Group reduced its Capital One (COF) stake by 1.5% in Q3 2026, selling an estimated $4.41K and leaving 1,336 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #193.

ARS Wealth Advisors Group first reported a position in COF in Q4 2025 and has held it in 4 quarters since. The position peaked at $272K in Q2 2026. 1,574 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • ARS Wealth Advisors Group held 1,336 shares of Capital One worth $258K as of Q3 2026.
  • ARS Wealth Advisors Group sold 21 Capital One shares in Q3 2026, an estimated $4.41K.
  • Capital One made up 0.02% of ARS Wealth Advisors Group's portfolio in Q3 2026, its #193 holding.
  • ARS Wealth Advisors Group first reported a position in Capital One in Q4 2025 and has held it in 4 quarters since.
  • ARS Wealth Advisors Group's Capital One position peaked at $272K in Q2 2026.
  • 1,574 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on ARS Wealth Advisors Group's 13F filing for Q3 2026, filed 16 Oct 2026.