CWM
COF icon

Cornerstone Wealth Management’s Capital One COF Stock Holding History

Cornerstone 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 		$576K Buy
3,155
+156
+5% +$32.6K 0.03% 413
2025
Q4 		$727K Buy
2,999
+1
+0% +$223 0.04% 347
2025
Q3 		$637K Buy
2,998
+1,321
+79% +$289K 0.04% 361
2025
Q2 		$357K Buy
1,677
+47
+3% +$8.77K 0.02% 468
2025
Q1 		$292K Sell
1,630
-144
-8% -$27.2K 0.02% 480
2024
Q4 		$316K Sell
1,774
-280
-14% -$48.5K 0.02% 454
2024
Q3 		$308K Sell
2,054
-491
-19% -$69.9K 0.02% 452
2024
Q2 		$352K Sell
2,545
-4
-0.2% -$561 0.03% 401
2024
Q1 		$380K Buy
2,549
+16
+0.6% +$2.17K 0.03% 389
2023
Q4 		$332K Sell
2,533
-261
-9% -$28.2K 0.03% 392
2023
Q3 		$271K Buy
2,794
+1
+0% +$107 0.03% 440
2023
Q2 		$305K Buy
2,793
+119
+4% +$11.9K 0.03% 396
2023
Q1 		$257K Buy
+2,674
New +$280K 0.03% 400
2018
Q4 		– Sell
-40,595
Closed -$465K – 482
2018
Q3 		$465K Sell
40,595
-14,548
-26% -$1.42M 0.01% 944
2018
Q2 		$588K Buy
+55,143
New +$5.22M 0.01% 952
2017
Q2 		– Sell
-2,863
Closed -$239K – 386
2017
Q1 		$239K Buy
2,863
+141
+5% +$12.6K 0.06% 288
2016
Q4 		$242K Buy
+2,722
New +$219K 0.08% 237

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

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

Cornerstone Wealth Management increased its Capital One (COF) stake by 5.2% in Q1 2026, buying an estimated $32.6K and bringing the position to 3,155 shares worth $576K. The position accounts for 0.03% of the portfolio, ranked #413.

Cornerstone Wealth Management first reported a position in COF in Q4 2016 and has held it in 17 quarters since. The position peaked at $727K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Cornerstone Wealth Management held 3,155 shares of Capital One worth $576K as of Q1 2026.
  • Cornerstone Wealth Management bought 156 Capital One shares in Q1 2026, an estimated $32.6K.
  • Capital One made up 0.03% of Cornerstone Wealth Management's portfolio in Q1 2026, its #413 holding.
  • Cornerstone Wealth Management first reported a position in Capital One in Q4 2016 and has held it in 17 quarters since.
  • Cornerstone Wealth Management's Capital One position peaked at $727K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Cornerstone Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.