Chico Wealth RIA’s Capital One COF Stock Holding History

Chico Wealth RIA’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	-1,062	Closed	-$257K	–	38
2025 Q4	$257K	Buy	1,062 +25	+2%	+$5.57K	0.17%	30
2025 Q3	$220K	Sell	1,037 -9	-0.9%	-$1.97K	0.15%	32
2025 Q2	$223K	Buy	+1,046	New	+$195K	0.18%	29

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

Chico Wealth RIA's COF Position: Q1 2026 in Review

Chico Wealth RIA sold out of Capital One (COF) in Q1 2026, closing a stake of 1,062 shares — an estimated $257K sold.

Chico Wealth RIA first reported a position in COF in Q2 2025 and held it in 3 quarters. The position peaked at $257K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Chico Wealth RIA reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
Chico Wealth RIA sold 1,062 Capital One shares in Q1 2026, an estimated $257K.
Chico Wealth RIA first reported a position in Capital One in Q2 2025 and held it in 3 quarters.
Chico Wealth RIA's Capital One position peaked at $257K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Chico Wealth RIA's 13F filing for Q1 2026, filed 8 May 2026.