Bingham Private Wealth’s Capital One COF Stock Holding History

Bingham Private Wealth’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	$448K	Sell	2,455 -60	-2%	-$12.6K	0.36%	85
2025 Q4	$610K	Buy	+2,515	New	+$560K	0.53%	52
2025 Q2	$517K	Sell	2,432 -273	-10%	-$50.9K	0.49%	61
2025 Q1	$485K	Buy	2,705 +386	+17%	+$72.9K	0.5%	66
2024 Q4	$414K	Buy	+2,319	New	+$401K	0.44%	75

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

Bingham Private Wealth's COF Position: Q1 2026 in Review

Bingham Private Wealth reduced its Capital One (COF) stake by 2.4% in Q1 2026, selling an estimated $12.6K and leaving 2,455 shares worth $448K. The position accounts for 0.36% of the portfolio, ranked #85.

Bingham Private Wealth first reported a position in COF in Q4 2024 and has held it in 5 quarters since. The position peaked at $610K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Bingham Private Wealth held 2,455 shares of Capital One worth $448K as of Q1 2026.
Bingham Private Wealth sold 60 Capital One shares in Q1 2026, an estimated $12.6K.
Capital One made up 0.36% of Bingham Private Wealth's portfolio in Q1 2026, its #85 holding.
Bingham Private Wealth first reported a position in Capital One in Q4 2024 and has held it in 5 quarters since.
Bingham Private Wealth's Capital One position peaked at $610K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Bingham Private Wealth's 13F filing for Q1 2026, filed 7 May 2026.