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Capital Performance Advisors’s Capital One COF Stock Holding History

Capital Performance 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 		$381K Sell
2,091
-502
-19% -$105K 0.03% 262
2025
Q4 		$628K Buy
2,593
+1,237
+91% +$275K 0.04% 184
2025
Q3 		$288K Buy
1,356
+162
+14% +$35.5K 0.05% 225
2025
Q2 		$254K Buy
+1,194
New +$223K 0.05% 195
2024
Q4 		– Sell
-87
Closed -$13K – 697
2024
Q3 		$13K Buy
+87
New +$12.4K ﹤0.01% 735

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

Capital Performance Advisors's COF Position: Q1 2026 in Review

Capital Performance Advisors reduced its Capital One (COF) stake by 19% in Q1 2026, selling an estimated $105K and leaving 2,091 shares worth $381K. The position accounts for 0.03% of the portfolio, ranked #262.

Capital Performance Advisors first reported a position in COF in Q3 2024 and has held it in 5 quarters since. The position peaked at $628K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Capital Performance Advisors held 2,091 shares of Capital One worth $381K as of Q1 2026.
  • Capital Performance Advisors sold 502 Capital One shares in Q1 2026, an estimated $105K.
  • Capital One made up 0.03% of Capital Performance Advisors's portfolio in Q1 2026, its #262 holding.
  • Capital Performance Advisors first reported a position in Capital One in Q3 2024 and has held it in 5 quarters since.
  • Capital Performance Advisors's Capital One position peaked at $628K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Capital Performance Advisors's 13F filing for Q1 2026, filed 7 May 2026.