Atomi Financial Group’s Capital One COF Stock Holding History

Atomi Financial 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 Q1	$2.19M	Sell	11,994 -2,722	-18%	-$569K	0.07%	228
2025 Q4	$3.57M	Sell	14,716 -10,595	-42%	-$2.36M	0.1%	156
2025 Q3	$5.38M	Buy	25,311 +14,926	+144%	+$3.27M	0.17%	103
2025 Q2	$2.21M	Buy	10,385 +3,139	+43%	+$586K	0.08%	174
2025 Q1	$1.3M	Buy	7,246 +625	+9%	+$118K	0.06%	235
2024 Q4	$1.18M	Buy	6,621 +848	+15%	+$147K	0.06%	233
2024 Q3	$864K	Sell	5,773 -19,907	-78%	-$2.83M	0.05%	276
2024 Q2	$3.56M	Buy	25,680 +1,902	+8%	+$267K	0.26%	82
2024 Q1	$3.54M	Buy	23,778 +21,513	+950%	+$2.91M	0.33%	68
2023 Q4	$297K	Buy	+2,265	New	+$244K	0.04%	421

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Atomi Financial Group's COF Position: Q1 2026 in Review

Atomi Financial Group reduced its Capital One (COF) stake by 18% in Q1 2026, selling an estimated $569K and leaving 11,994 shares worth $2.19M. The position accounts for 0.07% of the portfolio, ranked #228.

Atomi Financial Group first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $5.38M in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Atomi Financial Group held 11,994 shares of Capital One worth $2.19M as of Q1 2026.
Atomi Financial Group sold 2,722 Capital One shares in Q1 2026, an estimated $569K.
Capital One made up 0.07% of Atomi Financial Group's portfolio in Q1 2026, its #228 holding.
Atomi Financial Group first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Atomi Financial Group's Capital One position peaked at $5.38M in Q3 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Atomi Financial Group's 13F filing for Q1 2026, filed 14 May 2026.