Envestnet Portfolio Solutions
COF icon

Envestnet Portfolio Solutions’s Capital One COF Stock Holding History

Envestnet Portfolio Solutions’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 		$3.67M Sell
20,122
-43,325
-68% -$9.06M 0.02% 336
2025
Q4 		$15.4M Buy
63,447
+30,486
+92% +$6.79M 0.05% 179
2025
Q3 		$7.01M Sell
32,961
-3,261
-9% -$714K 0.03% 288
2025
Q2 		$7.71M Buy
36,222
+26,940
+290% +$5.03M 0.03% 267
2025
Q1 		$1.66M Sell
9,282
-9,346
-50% -$1.77M 0.01% 640
2024
Q4 		$3.32M Buy
18,628
+981
+6% +$170K 0.01% 514
2024
Q3 		$2.64M Buy
17,647
+1,444
+9% +$206K 0.01% 571
2024
Q2 		$2.24M Buy
16,203
+386
+2% +$54.2K 0.01% 602
2024
Q1 		$2.36M Buy
15,817
+2,675
+20% +$362K 0.01% 581
2023
Q4 		$1.72M Sell
13,142
-164
-1% -$17.7K 0.01% 627
2023
Q3 		$1.29M Buy
+13,306
New +$1.42M 0.01% 683

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

Envestnet Portfolio Solutions's COF Position: Q1 2026 in Review

Envestnet Portfolio Solutions reduced its Capital One (COF) stake by 68% in Q1 2026, selling an estimated $9.06M and leaving 20,122 shares worth $3.67M. The position accounts for 0.02% of the portfolio, ranked #336.

Envestnet Portfolio Solutions first reported a position in COF in Q3 2023 and has held it in 11 quarters since. The position peaked at $15.4M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Envestnet Portfolio Solutions held 20,122 shares of Capital One worth $3.67M as of Q1 2026.
  • Envestnet Portfolio Solutions sold 43,325 Capital One shares in Q1 2026, an estimated $9.06M.
  • Capital One made up 0.02% of Envestnet Portfolio Solutions's portfolio in Q1 2026, its #336 holding.
  • Envestnet Portfolio Solutions first reported a position in Capital One in Q3 2023 and has held it in 11 quarters since.
  • Envestnet Portfolio Solutions's Capital One position peaked at $15.4M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q1 2026, filed 29 Apr 2026.