DBRC
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D.B. Root & Company’s Capital One COF Stock Holding History

D.B. Root & Company’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 		$286K Sell
1,570
-54
-3% -$11.3K 0.07% 158
2025
Q4 		$394K Buy
1,624
+51
+3% +$11.4K 0.1% 126
2025
Q3 		$334K Buy
1,573
+24
+2% +$5.25K 0.08% 141
2025
Q2 		$330K Buy
1,549
+92
+6% +$17.2K 0.1% 141
2025
Q1 		$261K Buy
1,457
+10
+0.7% +$1.89K 0.08% 143
2024
Q4 		$258K Buy
1,447
+20
+1% +$3.46K 0.08% 148
2024
Q3 		$214K Sell
1,427
-80
-5% -$11.4K 0.07% 172
2024
Q2 		$209K Buy
+1,507
New +$211K 0.07% 182

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

D.B. Root & Company's COF Position: Q1 2026 in Review

D.B. Root & Company reduced its Capital One (COF) stake by 3.3% in Q1 2026, selling an estimated $11.3K and leaving 1,570 shares worth $286K. The position accounts for 0.07% of the portfolio, ranked #158.

D.B. Root & Company first reported a position in COF in Q2 2024 and has held it in 8 quarters since. The position peaked at $394K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • D.B. Root & Company held 1,570 shares of Capital One worth $286K as of Q1 2026.
  • D.B. Root & Company sold 54 Capital One shares in Q1 2026, an estimated $11.3K.
  • Capital One made up 0.07% of D.B. Root & Company's portfolio in Q1 2026, its #158 holding.
  • D.B. Root & Company first reported a position in Capital One in Q2 2024 and has held it in 8 quarters since.
  • D.B. Root & Company's Capital One position peaked at $394K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on D.B. Root & Company's 13F filing for Q1 2026, filed 13 May 2026.