Bedel Financial Consulting’s Capital One COF Stock Holding History

Bedel Financial Consulting’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	$364K	Sell	1,996 -15	-0.7%	-$3.14K	0.04%	203
2025 Q4	$487K	Buy	2,011 +2	+0.1%	+$445	0.05%	165
2025 Q3	$427K	Sell	2,009 -26	-1%	-$5.69K	0.05%	177
2025 Q2	$433K	Buy	+2,035	New	+$380K	0.06%	168
2022 Q2	–	Sell	-125	Closed	-$16K	–	333
2022 Q1	$16K	Hold	125	–	–	0.01%	583
2021 Q4	$18K	Hold	125	–	–	0.01%	576
2021 Q3	$20K	Hold	125	–	–	0.01%	550
2021 Q2	$19K	Buy	125 +37	+42%	+$5.58K	0.01%	563
2021 Q1	$11K	Hold	88	–	–	﹤0.01%	624
2020 Q4	$9K	Hold	88	–	–	﹤0.01%	562
2020 Q3	$6K	Hold	88	–	–	﹤0.01%	584
2020 Q2	$6K	Hold	88	–	–	﹤0.01%	553
2020 Q1	$4K	Sell	88 -1,000	-92%	-$87.9K	﹤0.01%	598
2019 Q4	$112K	Hold	1,088	–	–	0.06%	196
2019 Q3	$99K	Hold	1,088	–	–	0.06%	203
2019 Q2	$99K	Hold	1,088	–	–	0.06%	197
2019 Q1	$89K	Hold	1,088	–	–	0.06%	202
2018 Q4	$82K	Hold	1,088	–	–	0.06%	197
2018 Q3	$99K	Hold	1,088	–	–	0.07%	193
2018 Q2	$100K	Sell	1,088 -27	-2%	-$2.56K	0.07%	193
2018 Q1	$107K	Buy	+1,115	New	+$111K	0.08%	189

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

Bedel Financial Consulting's COF Position: Q1 2026 in Review

Bedel Financial Consulting reduced its Capital One (COF) stake by 0.75% in Q1 2026, selling an estimated $3.14K and leaving 1,996 shares worth $364K. The position accounts for 0.04% of the portfolio, ranked #203.

Bedel Financial Consulting first reported a position in COF in Q1 2018 and has held it in 21 quarters since. The position peaked at $487K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Bedel Financial Consulting held 1,996 shares of Capital One worth $364K as of Q1 2026.
Bedel Financial Consulting sold 15 Capital One shares in Q1 2026, an estimated $3.14K.
Capital One made up 0.04% of Bedel Financial Consulting's portfolio in Q1 2026, its #203 holding.
Bedel Financial Consulting first reported a position in Capital One in Q1 2018 and has held it in 21 quarters since.
Bedel Financial Consulting's Capital One position peaked at $487K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Bedel Financial Consulting's 13F filing for Q1 2026, filed 4 May 2026.