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Avantra Family Wealth’s Capital One COF Stock Holding History

Avantra Family Wealth’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 		$419K Buy
2,295
+1,465
+177% +$306K 0.31% 97
2025
Q4 		$201K Sell
830
-196
-19% -$43.6K 0.15% 156
2025
Q3 		$218K Buy
+1,026
New +$225K 0.16% 155

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

Avantra Family Wealth's COF Position: Q1 2026 in Review

Avantra Family Wealth increased its Capital One (COF) stake by 177% in Q1 2026, buying an estimated $306K and bringing the position to 2,295 shares worth $419K. The position accounts for 0.31% of the portfolio, ranked #97.

Avantra Family Wealth 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.

  • Avantra Family Wealth held 2,295 shares of Capital One worth $419K as of Q1 2026.
  • Avantra Family Wealth bought 1,465 Capital One shares in Q1 2026, an estimated $306K.
  • Capital One made up 0.31% of Avantra Family Wealth's portfolio in Q1 2026, its #97 holding.
  • Avantra Family Wealth 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 Avantra Family Wealth's 13F filing for Q1 2026, filed 22 Apr 2026.