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Beirne Wealth Consulting Services’s Capital One COF Stock Holding History

Beirne Wealth Consulting Services’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
2025
Q4 		– Sell
-5,955
Closed -$1.27M – 134
2025
Q3 		$1.27M Buy
+5,955
New +$1.3M 0.3% 56
2024
Q1 		– Sell
-3,415
Closed -$448K – 108
2023
Q4 		$448K Buy
+3,415
New +$368K 0.22% 78
2021
Q1 		– Sell
-3,048
Closed -$301K – 126
2020
Q4 		$301K Hold
3,048
– – 0.15% 107
2020
Q3 		$219K Buy
+3,048
New +$204K 0.13% 122

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Beirne Wealth Consulting Services's COF Position: Q4 2025 in Review

Beirne Wealth Consulting Services sold out of Capital One (COF) in Q4 2025, closing a stake of 5,955 shares — an estimated $1.27M sold.

Beirne Wealth Consulting Services first reported a position in COF in Q3 2020 and held it in 4 quarters. The position peaked at $1.27M in Q3 2025. 2,205 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Beirne Wealth Consulting Services reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
  • Beirne Wealth Consulting Services sold 5,955 Capital One shares in Q4 2025, an estimated $1.27M.
  • Beirne Wealth Consulting Services first reported a position in Capital One in Q3 2020 and held it in 4 quarters.
  • Beirne Wealth Consulting Services's Capital One position peaked at $1.27M in Q3 2025.
  • 2,205 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Beirne Wealth Consulting Services's 13F filing for Q4 2025, filed 29 Jan 2026.