Axiom Financial Strategies’s Capital One COF Stock Holding History

Axiom Financial Strategies’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	$401K	Buy	2,200 +388	+21%	+$81.2K	0.14%	18
2025 Q4	$439K	Hold	1,812	–	–	0.18%	35
2025 Q3	$385K	Buy	1,812 +87	+5%	+$19K	0.17%	36
2025 Q2	$367K	Buy	1,725 +203	+13%	+$37.9K	0.2%	28
2025 Q1	$273K	Buy	+1,522	New	+$288K	0.16%	32
2022 Q4	–	Sell	-2,554	Closed	-$235K	–	43
2022 Q3	$235K	Buy	2,554 +252	+11%	+$26.8K	0.13%	58
2022 Q2	$240K	Hold	2,302	–	–	0.13%	62
2022 Q1	$286K	Sell	2,302 -62	-3%	-$9.04K	0.14%	49
2021 Q4	$343K	Hold	2,364	–	–	0.16%	52
2021 Q3	$383K	Sell	2,364 -903	-28%	-$147K	0.18%	48
2021 Q2	$505K	Hold	3,267	–	–	0.23%	42
2021 Q1	$416K	Hold	3,267	–	–	0.2%	46
2020 Q4	$235K	Hold	3,267	–	–	0.14%	58
2020 Q3	$235K	Hold	3,267	–	–	0.14%	58
2020 Q2	$204K	Buy	+3,267	New	+$203K	0.13%	66

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

Axiom Financial Strategies's COF Position: Q1 2026 in Review

Axiom Financial Strategies increased its Capital One (COF) stake by 21% in Q1 2026, buying an estimated $81.2K and bringing the position to 2,200 shares worth $401K. The position accounts for 0.14% of the portfolio, ranked #18.

Axiom Financial Strategies first reported a position in COF in Q2 2020 and has held it in 15 quarters since. The position peaked at $505K in Q2 2021. 2,065 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Axiom Financial Strategies held 2,200 shares of Capital One worth $401K as of Q1 2026.
Axiom Financial Strategies bought 388 Capital One shares in Q1 2026, an estimated $81.2K.
Capital One made up 0.14% of Axiom Financial Strategies's portfolio in Q1 2026, its #18 holding.
Axiom Financial Strategies first reported a position in Capital One in Q2 2020 and has held it in 15 quarters since.
Axiom Financial Strategies's Capital One position peaked at $505K in Q2 2021.
2,065 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Axiom Financial Strategies's 13F filing for Q1 2026, filed 21 Apr 2026.