Cherry Tree Wealth Management’s Capital One COF Stock Holding History

Cherry Tree Wealth Management’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	$20.5K	Hold	113	–	–	﹤0.01%	351
2025 Q4	$27.3K	Buy	113 +105	+1,313%	+$23.4K	0.01%	319
2025 Q3	$1.59K	Hold	8	–	–	﹤0.01%	525
2025 Q2	$1.6K	Hold	8	–	–	﹤0.01%	540
2025 Q1	$1.34K	Hold	8	–	–	﹤0.01%	664
2024 Q4	$1.34K	Hold	8	–	–	﹤0.01%	562
2024 Q3	$1.12K	Hold	8	–	–	﹤0.01%	562
2024 Q2	$1.04K	Hold	8	–	–	﹤0.01%	543
2024 Q1	$1.12K	Hold	8	–	–	﹤0.01%	542
2023 Q4	$984	Hold	8	–	–	﹤0.01%	541
2023 Q3	$728	Hold	8	–	–	﹤0.01%	547
2023 Q2	$821	Buy	+8	New	+$801	﹤0.01%	546

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

Cherry Tree Wealth Management's COF Position: Q1 2026 in Review

Cherry Tree Wealth Management held its Capital One (COF) position steady in Q1 2026 at 113 shares worth $20.5K. The position accounts for ﹤0.01% of the portfolio, ranked #351.

Cherry Tree Wealth Management first reported a position in COF in Q2 2023 and has held it in 12 quarters since. The position peaked at $27.3K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Cherry Tree Wealth Management held 113 shares of Capital One worth $20.5K as of Q1 2026.
Cherry Tree Wealth Management left its Capital One share count unchanged in Q1 2026.
Capital One made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #351 holding.
Cherry Tree Wealth Management first reported a position in Capital One in Q2 2023 and has held it in 12 quarters since.
Cherry Tree Wealth Management's Capital One position peaked at $27.3K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.