EWM
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EPG Wealth Management’s Capital One COF Stock Holding History

EPG 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 		– Sell
-6,314
Closed -$1.53M – 323
2025
Q4 		$1.53M Buy
6,314
+349
+6% +$77.7K 0.41% 62
2025
Q3 		$1.27M Sell
5,965
-57
-0.9% -$12.5K 0.35% 83
2025
Q2 		$1.28M Buy
6,022
+47
+0.8% +$8.77K 0.38% 78
2025
Q1 		$1.07M Buy
5,975
+188
+3% +$35.5K 0.3% 95
2024
Q4 		$1.03M Sell
5,787
-45
-0.8% -$7.79K 0.27% 102
2024
Q3 		$873K Buy
+5,832
New +$830K 0.22% 122
2024
Q2 		– Sell
-6,727
Closed -$944K – 121
2024
Q1 		$1M Buy
6,727
+107
+2% +$14.5K 0.25% 106
2023
Q4 		$884K Buy
6,620
+124
+2% +$13.4K 0.23% 114
2023
Q3 		$630K Sell
6,496
-343
-5% -$36.7K 0.19% 131
2023
Q2 		$748K Sell
6,839
-210
-3% -$21K 0.22% 111
2023
Q1 		$678K Buy
7,049
+2,544
+56% +$266K 0.21% 111
2022
Q4 		$419K Buy
4,505
+190
+4% +$18.7K 0.16% 118
2022
Q3 		$398K Buy
4,315
+1,172
+37% +$125K 0.16% 124
2022
Q2 		$328K Sell
3,143
-77
-2% -$9.41K 0.14% 149
2022
Q1 		$423K Buy
3,220
+443
+16% +$64.6K 0.15% 133
2021
Q4 		$403K Buy
2,777
+272
+11% +$42K 0.14% 134
2021
Q3 		$406K Buy
2,505
+108
+5% +$17.6K 0.16% 127
2021
Q2 		$371K Buy
2,397
+352
+17% +$53.1K 0.16% 134
2021
Q1 		$260K Buy
+2,045
New +$241K 0.13% 154
2020
Q2 		– Sell
-1,104
Closed -$56K – 248
2020
Q1 		$56K Buy
1,104
+364
+49% +$32K 0.04% 261
2019
Q4 		$76K Buy
+740
New +$71.3K 0.06% 177

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

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

EPG Wealth Management sold out of Capital One (COF) in Q1 2026, closing a stake of 6,314 shares — an estimated $1.53M sold.

EPG Wealth Management first reported a position in COF in Q4 2019 and held it in 21 quarters. The position peaked at $1.53M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • EPG Wealth Management reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • EPG Wealth Management sold 6,314 Capital One shares in Q1 2026, an estimated $1.53M.
  • EPG Wealth Management first reported a position in Capital One in Q4 2019 and held it in 21 quarters.
  • EPG Wealth Management's Capital One position peaked at $1.53M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on EPG Wealth Management's 13F filing for Q1 2026, filed 7 May 2026.