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Evelyn Partners Asset Management’s Capital One COF Stock Holding History

Evelyn Partners Asset 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
2025
Q4 		– Sell
-99
Closed -$21K – 288
2025
Q3 		$21K Buy
+99
New +$21.7K ﹤0.01% 194

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Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Evelyn Partners Asset Management's COF Position: Q4 2025 in Review

Evelyn Partners Asset Management sold out of Capital One (COF) in Q4 2025, closing a stake of 99 shares — an estimated $21K sold.

Evelyn Partners Asset Management first reported a position in COF in Q3 2025 and held it in 1 quarter. The position peaked at $21K in Q3 2025. 2,204 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Evelyn Partners Asset Management reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
  • Evelyn Partners Asset Management sold 99 Capital One shares in Q4 2025, an estimated $21K.
  • Evelyn Partners Asset Management first reported a position in Capital One in Q3 2025 and held it in 1 quarter.
  • Evelyn Partners Asset Management's Capital One position peaked at $21K in Q3 2025.
  • 2,204 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Evelyn Partners Asset Management's 13F filing for Q4 2025, filed 13 Feb 2026.