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Evelyn Partners Investment Management Services’s Capital One COF Stock Holding History

Evelyn Partners Investment Management 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 		$47.4K Hold
260
– – 0.01% 181
2025
Q4 		$63K Hold
260
– – 0.01% 167
2025
Q3 		$55.3K Hold
260
– – 0.01% 177
2025
Q2 		$55.3K Hold
260
– – 0.01% 166
2025
Q1 		$46.6K Hold
260
– – 0.01% 168
2024
Q4 		$46.4K Buy
+260
New +$45K 0.01% 172

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BlackRock
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VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Evelyn Partners Investment Management Services's COF Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Capital One (COF) position steady in Q1 2026 at 260 shares worth $47.4K. The position accounts for 0.01% of the portfolio, ranked #181.

Evelyn Partners Investment Management Services first reported a position in COF in Q4 2024 and has held it in 6 quarters since. The position peaked at $63K in Q4 2025. 2,069 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Evelyn Partners Investment Management Services held 260 shares of Capital One worth $47.4K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Capital One share count unchanged in Q1 2026.
  • Capital One made up 0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #181 holding.
  • Evelyn Partners Investment Management Services first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Capital One position peaked at $63K in Q4 2025.
  • 2,069 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.