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Elwood & Goetz Wealth Advisory Group’s Capital One COF Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		– Sell
-980
Closed -$238K – 142
2025
Q4 		$238K Buy
+980
New +$218K 0.04% 120

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

Elwood & Goetz Wealth Advisory Group's COF Position: Q1 2026 in Review

Elwood & Goetz Wealth Advisory Group sold out of Capital One (COF) in Q1 2026, closing a stake of 980 shares — an estimated $238K sold.

Elwood & Goetz Wealth Advisory Group first reported a position in COF in Q4 2025 and held it in 1 quarter. The position peaked at $238K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Elwood & Goetz Wealth Advisory Group reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Elwood & Goetz Wealth Advisory Group sold 980 Capital One shares in Q1 2026, an estimated $238K.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Capital One in Q4 2025 and held it in 1 quarter.
  • Elwood & Goetz Wealth Advisory Group's Capital One position peaked at $238K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.