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Catalyst Financial Partners’s Capital One COF Stock Holding History

Catalyst Financial 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 		$717K Buy
3,929
+275
+8% +$57.5K 0.08% 150
2025
Q4 		$886K Buy
3,654
+19
+0.5% +$4.23K 0.1% 114
2025
Q3 		$773K Buy
3,635
+82
+2% +$18K 0.09% 116
2025
Q2 		$756K Buy
3,553
+2,032
+134% +$379K 0.08% 112
2025
Q1 		$273K Buy
1,521
+93
+7% +$17.6K 0.05% 231
2024
Q4 		$255K Buy
1,428
+54
+4% +$9.35K 0.05% 232
2024
Q3 		$206K Buy
+1,374
New +$196K 0.04% 263

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

Catalyst Financial Partners's COF Position: Q1 2026 in Review

Catalyst Financial Partners increased its Capital One (COF) stake by 7.5% in Q1 2026, buying an estimated $57.5K and bringing the position to 3,929 shares worth $717K. The position accounts for 0.08% of the portfolio, ranked #150.

Catalyst Financial Partners first reported a position in COF in Q3 2024 and has held it in 7 quarters since. The position peaked at $886K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Catalyst Financial Partners held 3,929 shares of Capital One worth $717K as of Q1 2026.
  • Catalyst Financial Partners bought 275 Capital One shares in Q1 2026, an estimated $57.5K.
  • Capital One made up 0.08% of Catalyst Financial Partners's portfolio in Q1 2026, its #150 holding.
  • Catalyst Financial Partners first reported a position in Capital One in Q3 2024 and has held it in 7 quarters since.
  • Catalyst Financial Partners's Capital One position peaked at $886K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Catalyst Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.