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Beacon Financial Advisory’s Capital One COF Stock Holding History

Beacon Financial Advisory’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 		$231K Buy
1,268
+39
+3% +$8.16K 0.05% 365
2025
Q4 		$298K Sell
1,229
-208
-14% -$46.3K 0.07% 295
2025
Q3 		$306K Buy
1,437
+36
+3% +$7.88K 0.07% 293
2025
Q2 		$298K Buy
+1,401
New +$261K 0.08% 271

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

Beacon Financial Advisory's COF Position: Q1 2026 in Review

Beacon Financial Advisory increased its Capital One (COF) stake by 3.2% in Q1 2026, buying an estimated $8.16K and bringing the position to 1,268 shares worth $231K. The position accounts for 0.05% of the portfolio, ranked #365.

Beacon Financial Advisory first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $306K in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Beacon Financial Advisory held 1,268 shares of Capital One worth $231K as of Q1 2026.
  • Beacon Financial Advisory bought 39 Capital One shares in Q1 2026, an estimated $8.16K.
  • Capital One made up 0.05% of Beacon Financial Advisory's portfolio in Q1 2026, its #365 holding.
  • Beacon Financial Advisory first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Beacon Financial Advisory's Capital One position peaked at $306K in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.