EWM
COF icon

Elevatus Welath Management’s Capital One COF Stock Holding History

Elevatus Welath 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 		$378K Buy
2,072
+336
+19% +$70.3K 0.2% 88
2025
Q4 		$421K Buy
1,736
+744
+75% +$166K 0.12% 98
2025
Q3 		$211K Buy
+992
New +$217K 0.06% 121

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

Elevatus Welath Management's COF Position: Q1 2026 in Review

Elevatus Welath Management increased its Capital One (COF) stake by 19% in Q1 2026, buying an estimated $70.3K and bringing the position to 2,072 shares worth $378K. The position accounts for 0.2% of the portfolio, ranked #88.

Elevatus Welath Management first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $421K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Elevatus Welath Management held 2,072 shares of Capital One worth $378K as of Q1 2026.
  • Elevatus Welath Management bought 336 Capital One shares in Q1 2026, an estimated $70.3K.
  • Capital One made up 0.2% of Elevatus Welath Management's portfolio in Q1 2026, its #88 holding.
  • Elevatus Welath Management first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • Elevatus Welath Management's Capital One position peaked at $421K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.