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CFS Investment Advisory Services’s Capital One COF Stock Holding History

CFS Investment Advisory Services’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 		– Sell
-977
Closed -$237K – 355
2025
Q4 		$237K Buy
+977
New +$217K 0.02% 313

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Fidelity Investments
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VPM
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Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

CFS Investment Advisory Services's COF Position: Q1 2026 in Review

CFS Investment Advisory Services sold out of Capital One (COF) in Q1 2026, closing a stake of 977 shares — an estimated $237K sold.

CFS Investment Advisory Services first reported a position in COF in Q4 2025 and held it in 1 quarter. The position peaked at $237K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • CFS Investment Advisory Services reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • CFS Investment Advisory Services sold 977 Capital One shares in Q1 2026, an estimated $237K.
  • CFS Investment Advisory Services first reported a position in Capital One in Q4 2025 and held it in 1 quarter.
  • CFS Investment Advisory Services's Capital One position peaked at $237K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on CFS Investment Advisory Services's 13F filing for Q1 2026, filed 29 Apr 2026.