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Bell & Brown Wealth Advisors’s Capital One COF Stock Holding History

Bell & Brown Wealth Advisors’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 		$3.1M Sell
16,988
-92
-0.5% -$19.2K 1.01% 41
2025
Q4 		$4.14M Sell
17,080
-383
-2% -$85.3K 1.33% 31
2025
Q3 		$3.71M Sell
17,463
-40
-0.2% -$8.76K 1.22% 32
2025
Q2 		$3.72M Buy
+17,503
New +$3.27M 1.33% 30

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

Bell & Brown Wealth Advisors's COF Position: Q1 2026 in Review

Bell & Brown Wealth Advisors reduced its Capital One (COF) stake by 0.54% in Q1 2026, selling an estimated $19.2K and leaving 16,988 shares worth $3.1M. The position accounts for 1.01% of the portfolio, ranked #41.

Bell & Brown Wealth Advisors first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $4.14M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Bell & Brown Wealth Advisors held 16,988 shares of Capital One worth $3.1M as of Q1 2026.
  • Bell & Brown Wealth Advisors sold 92 Capital One shares in Q1 2026, an estimated $19.2K.
  • Capital One made up 1.01% of Bell & Brown Wealth Advisors's portfolio in Q1 2026, its #41 holding.
  • Bell & Brown Wealth Advisors first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Bell & Brown Wealth Advisors's Capital One position peaked at $4.14M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2026, filed 11 May 2026.