AWE
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Avidian Wealth Enterprises’s Capital One COF Stock Holding History

Avidian Wealth Enterprises’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 		$1.64M Buy
8,999
+5,647
+168% +$1.18M 0.05% 225
2025
Q4 		$812K Buy
3,352
+486
+17% +$108K 0.03% 265
2025
Q3 		$609K Buy
2,866
+137
+5% +$30K 0.02% 329
2025
Q2 		$581K Buy
+2,729
New +$509K 0.02% 300

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

Avidian Wealth Enterprises's COF Position: Q1 2026 in Review

Avidian Wealth Enterprises increased its Capital One (COF) stake by 168% in Q1 2026, buying an estimated $1.18M and bringing the position to 8,999 shares worth $1.64M. The position accounts for 0.05% of the portfolio, ranked #225.

Avidian Wealth Enterprises first reported a position in COF in Q2 2025 and has held it in 4 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Avidian Wealth Enterprises held 8,999 shares of Capital One worth $1.64M as of Q1 2026.
  • Avidian Wealth Enterprises bought 5,647 Capital One shares in Q1 2026, an estimated $1.18M.
  • Capital One made up 0.05% of Avidian Wealth Enterprises's portfolio in Q1 2026, its #225 holding.
  • Avidian Wealth Enterprises first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2026, filed 7 May 2026.