Burt Wealth Advisors’s Capital One COF Stock Holding History

Burt 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
2025 Q3	$362K	Hold	1,703	–	–	0.09%	88
2025 Q2	$362K	Buy	+1,703	New	+$318K	0.08%	88
2020 Q2	–	Sell	-200	Closed	-$10K	–	408
2020 Q1	$10K	Hold	200	–	–	﹤0.01%	266
2019 Q4	$21K	Hold	200	–	–	0.01%	232
2019 Q3	$18K	Hold	200	–	–	0.01%	248
2019 Q2	$18K	Sell	200 -58	-22%	-$5.19K	0.01%	247
2019 Q1	$21K	Buy	258 +58	+29%	+$4.71K	0.01%	236
2018 Q4	$15K	Hold	200	–	–	0.01%	257
2018 Q3	$19K	Hold	200	–	–	0.01%	252
2018 Q2	$18K	Hold	200	–	–	0.01%	257
2018 Q1	$19K	Sell	200 -75	-27%	-$7.46K	0.01%	254
2017 Q4	$27K	Buy	275 +75	+38%	+$6.84K	0.02%	227
2017 Q3	$17K	Hold	200	–	–	0.01%	243
2017 Q2	$16K	Buy	+200	New	+$16.3K	0.01%	264

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Burt Wealth Advisors's COF Position: Q3 2025 in Review

Burt Wealth Advisors held its Capital One (COF) position steady in Q3 2025 at 1,703 shares worth $362K. The position accounts for 0.09% of the portfolio, ranked #88.

Burt Wealth Advisors first reported a position in COF in Q2 2017 and has held it in 14 quarters since. The position peaked at $362K in Q2 2025. 2,002 funds tracked by Wall St. Rank hold COF as of Q3 2025.

Burt Wealth Advisors held 1,703 shares of Capital One worth $362K as of Q3 2025.
Burt Wealth Advisors left its Capital One share count unchanged in Q3 2025.
Capital One made up 0.09% of Burt Wealth Advisors's portfolio in Q3 2025, its #88 holding.
Burt Wealth Advisors first reported a position in Capital One in Q2 2017 and has held it in 14 quarters since.
Burt Wealth Advisors's Capital One position peaked at $362K in Q2 2025.
2,002 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Burt Wealth Advisors's 13F filing for Q3 2025, filed 5 Nov 2025.