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Atticus Wealth Management’s Capital One COF Stock Holding History

Atticus 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
2025
Q3 		– Sell
-274
Closed -$58.3K – 288
2025
Q2 		$58.3K Buy
+274
New +$51.1K 0.02% 300
2023
Q1 		– Sell
-288
Closed -$26.8K – 555
2022
Q4 		$26.8K Sell
288
-4
-1% -$393 0.01% 306
2022
Q3 		$30K Hold
292
– – 0.01% 281
2022
Q2 		$30K Buy
292
+288
+7,200% +$35.2K 0.01% 305
2022
Q1 		$1K Buy
+4
New +$583 ﹤0.01% 550

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Atticus Wealth Management's COF Position: Q3 2025 in Review

Atticus Wealth Management sold out of Capital One (COF) in Q3 2025, closing a stake of 274 shares — an estimated $58.3K sold.

Atticus Wealth Management first reported a position in COF in Q1 2022 and held it in 5 quarters. The position peaked at $58.3K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Atticus Wealth Management reported no remaining Capital One position as of Q3 2025 after selling out during the quarter.
  • Atticus Wealth Management sold 274 Capital One shares in Q3 2025, an estimated $58.3K.
  • Atticus Wealth Management first reported a position in Capital One in Q1 2022 and held it in 5 quarters.
  • Atticus Wealth Management's Capital One position peaked at $58.3K in Q2 2025.
  • 2,002 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Atticus Wealth Management's 13F filing for Q3 2025, filed 7 Nov 2025.