Capital Analysts LLC’s Capital One COF Stock Holding History

Capital Analysts LLC’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	$359K	Buy	1,965 +17	+0.9%	+$3.56K	0.01%	524
2025 Q4	$472K	Buy	1,948 +180	+10%	+$40.1K	0.01%	442
2025 Q3	$376K	Buy	1,768 +5	+0.3%	+$1.09K	0.01%	468
2025 Q2	$376K	Buy	1,763 +7	+0.4%	+$1.31K	0.01%	428
2025 Q1	$315K	Sell	1,756 -25	-1%	-$4.72K	0.01%	444
2024 Q4	$318K	Buy	1,781 +632	+55%	+$109K	0.01%	401
2024 Q3	$172K	Buy	1,149 +1,040	+954%	+$148K	0.01%	494
2024 Q2	$15K	Hold	109	–	–	﹤0.01%	894
2024 Q1	$16K	Hold	109	–	–	﹤0.01%	859
2023 Q4	$14K	Hold	109	–	–	﹤0.01%	856
2023 Q3	$11K	Hold	109	–	–	﹤0.01%	863
2023 Q2	$12K	Hold	109	–	–	﹤0.01%	794
2023 Q1	$10K	Hold	109	–	–	﹤0.01%	802
2022 Q4	$10K	Hold	109	–	–	﹤0.01%	847
2022 Q3	$10K	Hold	109	–	–	﹤0.01%	795
2022 Q2	$11K	Sell	109 -2,940	-96%	-$359K	﹤0.01%	781
2022 Q1	$400K	Sell	3,049 -388	-11%	-$56.6K	0.03%	289
2021 Q4	$499K	Sell	3,437 -1,042	-23%	-$161K	0.03%	266
2021 Q3	$725K	Sell	4,479 -750	-14%	-$122K	0.05%	228
2021 Q2	$809K	Hold	5,229	–	–	0.05%	220
2021 Q1	$665K	Buy	5,229 +5,120	+4,697%	+$603K	0.05%	230
2020 Q4	$11K	Hold	109	–	–	﹤0.01%	561
2020 Q3	$8K	Hold	109	–	–	﹤0.01%	605
2020 Q2	$7K	Hold	109	–	–	﹤0.01%	578
2020 Q1	$5K	Hold	109	–	–	﹤0.01%	579
2019 Q4	$11K	Hold	109	–	–	﹤0.01%	536
2019 Q3	$9K	Hold	109	–	–	﹤0.01%	550
2019 Q2	$10K	Hold	109	–	–	﹤0.01%	527
2019 Q1	$8K	Buy	+109	New	+$8.86K	﹤0.01%	522
2017 Q4	–	Sell	-123	Closed	-$10K	–	451
2017 Q3	$10K	Buy	+123	New	+$10.1K	﹤0.01%	385

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

Capital Analysts LLC's COF Position: Q1 2026 in Review

Capital Analysts LLC increased its Capital One (COF) stake by 0.87% in Q1 2026, buying an estimated $3.56K and bringing the position to 1,965 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #524.

Capital Analysts LLC first reported a position in COF in Q3 2017 and has held it in 30 quarters since. The position peaked at $809K in Q2 2021. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Capital Analysts LLC held 1,965 shares of Capital One worth $359K as of Q1 2026.
Capital Analysts LLC bought 17 Capital One shares in Q1 2026, an estimated $3.56K.
Capital One made up 0.01% of Capital Analysts LLC's portfolio in Q1 2026, its #524 holding.
Capital Analysts LLC first reported a position in Capital One in Q3 2017 and has held it in 30 quarters since.
Capital Analysts LLC's Capital One position peaked at $809K in Q2 2021.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Capital Analysts LLC's 13F filing for Q1 2026, filed 14 May 2026.