Cornerstone Wealth Group’s Capital One COF Stock Holding History

Cornerstone Wealth Group’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	$569K	Buy	2,808 +666	+31%	+$139K	0.04%	216
2025 Q4	$519K	Buy	2,142 +143	+7%	+$31.8K	0.04%	202
2025 Q3	$425K	Buy	1,999 +170	+9%	+$37.2K	0.03%	215
2025 Q2	$389K	Buy	1,829 +536	+41%	+$100K	0.03%	210
2025 Q1	$232K	Buy	1,293 +84	+7%	+$15.9K	0.02%	258
2024 Q4	$216K	Buy	+1,209	New	+$209K	0.02%	253
2022 Q2	–	Sell	-15,766	Closed	-$2.07M	–	134
2022 Q1	$2.07M	Sell	15,766 -5,298	-25%	-$773K	0.38%	84
2021 Q4	$3.06M	Buy	21,064 +980	+5%	+$151K	0.52%	70
2021 Q3	$3.25M	Sell	20,084 -2,888	-13%	-$471K	0.57%	61
2021 Q2	$3.53M	Buy	22,972 +1,790	+8%	+$270K	0.72%	39
2021 Q1	$2.81M	Buy	+21,182	New	+$2.5M	0.57%	70

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

Cornerstone Wealth Group's COF Position: Q1 2026 in Review

Cornerstone Wealth Group increased its Capital One (COF) stake by 31% in Q1 2026, buying an estimated $139K and bringing the position to 2,808 shares worth $569K. The position accounts for 0.04% of the portfolio, ranked #216.

Cornerstone Wealth Group first reported a position in COF in Q1 2021 and has held it in 11 quarters since. The position peaked at $3.53M in Q2 2021. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Cornerstone Wealth Group held 2,808 shares of Capital One worth $569K as of Q1 2026.
Cornerstone Wealth Group bought 666 Capital One shares in Q1 2026, an estimated $139K.
Capital One made up 0.04% of Cornerstone Wealth Group's portfolio in Q1 2026, its #216 holding.
Cornerstone Wealth Group first reported a position in Capital One in Q1 2021 and has held it in 11 quarters since.
Cornerstone Wealth Group's Capital One position peaked at $3.53M in Q2 2021.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Cornerstone Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.