Diversify Advisory Services’s Capital One COF Stock Holding History

Diversify Advisory Services’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	$343K	Sell	1,798 -3,542	-66%	-$741K	0.05%	151
2025 Q4	$1.28M	Sell	5,340 -826	-13%	-$184K	0.04%	331
2025 Q3	$1.37M	Buy	6,166 +256	+4%	+$56K	0.05%	287
2025 Q2	$1.28M	Buy	+5,910	New	+$1.1M	0.05%	276
2025 Q1	–	Sell	-2,238	Closed	-$392K	–	642
2024 Q4	$392K	Sell	2,238 -386	-15%	-$66.8K	0.02%	414
2024 Q3	$409K	Buy	+2,624	New	+$374K	0.02%	412
2024 Q2	–	Sell	-3,469	Closed	-$504K	–	657
2024 Q1	$504K	Buy	+3,469	New	+$470K	0.03%	428

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

Diversify Advisory Services's COF Position: Q1 2026 in Review

Diversify Advisory Services reduced its Capital One (COF) stake by 66% in Q1 2026, selling an estimated $741K and leaving 1,798 shares worth $343K. The position accounts for 0.05% of the portfolio, ranked #151.

Diversify Advisory Services first reported a position in COF in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.37M in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Diversify Advisory Services held 1,798 shares of Capital One worth $343K as of Q1 2026.
Diversify Advisory Services sold 3,542 Capital One shares in Q1 2026, an estimated $741K.
Capital One made up 0.05% of Diversify Advisory Services's portfolio in Q1 2026, its #151 holding.
Diversify Advisory Services first reported a position in Capital One in Q1 2024 and has held it in 7 quarters since.
Diversify Advisory Services's Capital One position peaked at $1.37M in Q3 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Diversify Advisory Services's 13F filing for Q1 2026, filed 4 May 2026.