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CM Wealth Advisors’s Capital One COF Stock Holding History

CM Wealth Advisors’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 		$294K Sell
1,609
-698
-30% -$146K 0.06% 115
2025
Q4 		$559K Buy
+2,307
New +$514K 0.13% 73

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

CM Wealth Advisors's COF Position: Q1 2026 in Review

CM Wealth Advisors reduced its Capital One (COF) stake by 30% in Q1 2026, selling an estimated $146K and leaving 1,609 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #115.

CM Wealth Advisors first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $559K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • CM Wealth Advisors held 1,609 shares of Capital One worth $294K as of Q1 2026.
  • CM Wealth Advisors sold 698 Capital One shares in Q1 2026, an estimated $146K.
  • Capital One made up 0.06% of CM Wealth Advisors's portfolio in Q1 2026, its #115 holding.
  • CM Wealth Advisors first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • CM Wealth Advisors's Capital One position peaked at $559K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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