Carmel Capital Partners’s Capital One COF Stock Holding History

Carmel Capital Partners’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	$2.21M	Buy	12,102 +80	+0.7%	+$16.7K	0.8%	45
2025 Q4	$2.91M	Buy	12,022 +4,789	+66%	+$1.07M	1.02%	29
2025 Q3	$1.54M	Sell	7,233 -2,139	-23%	-$468K	0.65%	39
2025 Q2	$1.99M	Buy	+9,372	New	+$1.75M	0.7%	40
2023 Q4	–	Sell	-28	Closed	-$2.72K	–	253
2023 Q3	$2.72K	Buy	+28	New	+$2.99K	﹤0.01%	604
2023 Q2	–	Sell	-152	Closed	-$14.6K	–	439
2023 Q1	$14.6K	Buy	+152	New	+$15.9K	0.01%	305

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

Carmel Capital Partners's COF Position: Q1 2026 in Review

Carmel Capital Partners increased its Capital One (COF) stake by 0.67% in Q1 2026, buying an estimated $16.7K and bringing the position to 12,102 shares worth $2.21M. The position accounts for 0.8% of the portfolio, ranked #45.

Carmel Capital Partners first reported a position in COF in Q1 2023 and has held it in 6 quarters since. The position peaked at $2.91M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Carmel Capital Partners held 12,102 shares of Capital One worth $2.21M as of Q1 2026.
Carmel Capital Partners bought 80 Capital One shares in Q1 2026, an estimated $16.7K.
Capital One made up 0.8% of Carmel Capital Partners's portfolio in Q1 2026, its #45 holding.
Carmel Capital Partners first reported a position in Capital One in Q1 2023 and has held it in 6 quarters since.
Carmel Capital Partners's Capital One position peaked at $2.91M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Carmel Capital Partners's 13F filing for Q1 2026, filed 30 Apr 2026.