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EP Wealth Advisors’s Capital One COF Stock Holding History

EP Wealth Advisors’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 		$2.25M Buy
12,353
+1,490
+14% +$312K 0.01% 453
2025
Q4 		$2.63M Buy
+10,863
New +$2.42M 0.01% 388
2025
Q2 		$2.57M Buy
12,072
+9,081
+304% +$1.69M 0.02% 364
2025
Q1 		$536K Sell
2,991
-489
-14% -$92.4K ﹤0.01% 681
2024
Q4 		$621K Buy
3,480
+869
+33% +$150K 0.01% 626
2024
Q3 		$391K Buy
+2,611
New +$372K ﹤0.01% 769

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

EP Wealth Advisors's COF Position: Q1 2026 in Review

EP Wealth Advisors increased its Capital One (COF) stake by 14% in Q1 2026, buying an estimated $312K and bringing the position to 12,353 shares worth $2.25M. The position accounts for 0.01% of the portfolio, ranked #453.

EP Wealth Advisors first reported a position in COF in Q3 2024 and has held it in 6 quarters since. The position peaked at $2.63M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • EP Wealth Advisors held 12,353 shares of Capital One worth $2.25M as of Q1 2026.
  • EP Wealth Advisors bought 1,490 Capital One shares in Q1 2026, an estimated $312K.
  • Capital One made up 0.01% of EP Wealth Advisors's portfolio in Q1 2026, its #453 holding.
  • EP Wealth Advisors first reported a position in Capital One in Q3 2024 and has held it in 6 quarters since.
  • EP Wealth Advisors's Capital One position peaked at $2.63M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on EP Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.