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Clifford Swan Investment Counsel’s Capital One COF Stock Holding History

Clifford Swan Investment Counsel’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 		$442K Hold
2,421
– – 0.02% 223
2025
Q4 		$587K Sell
2,421
-7
-0.3% -$1.56K 0.02% 209
2025
Q3 		$516K Buy
2,428
+12
+0.5% +$2.63K 0.02% 221
2025
Q2 		$514K Buy
+2,416
New +$451K 0.02% 219

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Clifford Swan Investment Counsel's COF Position: Q1 2026 in Review

Clifford Swan Investment Counsel held its Capital One (COF) position steady in Q1 2026 at 2,421 shares worth $442K. The position accounts for 0.02% of the portfolio, ranked #223.

Clifford Swan Investment Counsel first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $587K in Q4 2025. 2,069 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Clifford Swan Investment Counsel held 2,421 shares of Capital One worth $442K as of Q1 2026.
  • Clifford Swan Investment Counsel left its Capital One share count unchanged in Q1 2026.
  • Capital One made up 0.02% of Clifford Swan Investment Counsel's portfolio in Q1 2026, its #223 holding.
  • Clifford Swan Investment Counsel first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Clifford Swan Investment Counsel's Capital One position peaked at $587K in Q4 2025.
  • 2,069 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q1 2026, filed 6 May 2026.