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Diversify Wealth Management’s Capital One COF Stock Holding History

Diversify 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 		$1.64M Buy
8,587
+6,903
+410% +$1.44M 0.03% 438
2025
Q4 		$390K Buy
1,684
+423
+34% +$94.2K 0.02% 492
2025
Q3 		$279K Buy
1,261
+292
+30% +$63.9K 0.02% 469
2025
Q2 		$210K Buy
+969
New +$181K 0.01% 514
2025
Q1 		– Sell
-1,246
Closed -$218K – 513
2024
Q4 		$218K Buy
+1,246
New +$216K 0.02% 476

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

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

Diversify Wealth Management increased its Capital One (COF) stake by 410% in Q1 2026, buying an estimated $1.44M and bringing the position to 8,587 shares worth $1.64M. The position accounts for 0.03% of the portfolio, ranked #438.

Diversify Wealth Management first reported a position in COF in Q4 2024 and has held it in 5 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Diversify Wealth Management held 8,587 shares of Capital One worth $1.64M as of Q1 2026.
  • Diversify Wealth Management bought 6,903 Capital One shares in Q1 2026, an estimated $1.44M.
  • Capital One made up 0.03% of Diversify Wealth Management's portfolio in Q1 2026, its #438 holding.
  • Diversify Wealth Management first reported a position in Capital One in Q4 2024 and has held it in 5 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Diversify Wealth Management's 13F filing for Q1 2026, filed 1 May 2026.