EFG
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Ethos Financial Group’s Capital One COF Stock Holding History

Ethos Financial 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 		$345K Sell
1,889
-47
-2% -$9.83K 0.03% 378
2025
Q4 		$469K Buy
1,936
+115
+6% +$25.6K 0.03% 300
2025
Q3 		$387K Buy
1,821
+169
+10% +$37K 0.03% 314
2025
Q2 		$351K Buy
1,652
+187
+13% +$34.9K 0.03% 315
2025
Q1 		$261K Hold
1,465
– – 0.03% 340
2024
Q4 		$261K Buy
1,465
+37
+3% +$6.41K 0.03% 241
2024
Q3 		$214K Buy
+1,428
New +$203K 0.04% 258
2024
Q2 		– Sell
-1,434
Closed -$214K – 295
2024
Q1 		$214K Buy
+1,434
New +$194K 0.04% 251

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

Ethos Financial Group's COF Position: Q1 2026 in Review

Ethos Financial Group reduced its Capital One (COF) stake by 2.4% in Q1 2026, selling an estimated $9.83K and leaving 1,889 shares worth $345K. The position accounts for 0.03% of the portfolio, ranked #378.

Ethos Financial Group first reported a position in COF in Q1 2024 and has held it in 8 quarters since. The position peaked at $469K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Ethos Financial Group held 1,889 shares of Capital One worth $345K as of Q1 2026.
  • Ethos Financial Group sold 47 Capital One shares in Q1 2026, an estimated $9.83K.
  • Capital One made up 0.03% of Ethos Financial Group's portfolio in Q1 2026, its #378 holding.
  • Ethos Financial Group first reported a position in Capital One in Q1 2024 and has held it in 8 quarters since.
  • Ethos Financial Group's Capital One position peaked at $469K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Ethos Financial Group's 13F filing for Q1 2026, filed 5 May 2026.