EFS
COF icon

Essex Financial Services’s Capital One COF Stock Holding History

Essex Financial Services’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 		$796K Sell
4,366
-371
-8% -$77.6K 0.04% 339
2025
Q4 		$1.15M Buy
4,737
+707
+18% +$157K 0.07% 252
2025
Q3 		$857K Sell
4,030
-20
-0.5% -$4.38K 0.05% 303
2025
Q2 		$862K Buy
4,050
+2,390
+144% +$446K 0.06% 290
2025
Q1 		$298K Buy
1,660
+52
+3% +$9.82K 0.02% 498
2024
Q4 		$287K Sell
1,608
-89
-5% -$15.4K 0.02% 504
2024
Q3 		$264K Buy
1,697
+26
+2% +$3.7K 0.02% 524
2024
Q2 		$225K Buy
1,671
+316
+23% +$44.3K 0.02% 558
2024
Q1 		$202K Buy
+1,355
New +$183K 0.02% 514

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

Essex Financial Services's COF Position: Q1 2026 in Review

Essex Financial Services reduced its Capital One (COF) stake by 7.8% in Q1 2026, selling an estimated $77.6K and leaving 4,366 shares worth $796K. The position accounts for 0.04% of the portfolio, ranked #339.

Essex Financial Services first reported a position in COF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.15M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Essex Financial Services held 4,366 shares of Capital One worth $796K as of Q1 2026.
  • Essex Financial Services sold 371 Capital One shares in Q1 2026, an estimated $77.6K.
  • Capital One made up 0.04% of Essex Financial Services's portfolio in Q1 2026, its #339 holding.
  • Essex Financial Services first reported a position in Capital One in Q1 2024 and has held it in 9 quarters since.
  • Essex Financial Services's Capital One position peaked at $1.15M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.