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

Evelyn Partners Investment 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 		$74.2K Hold
407
– – ﹤0.01% 259
2025
Q4 		$98.6K Hold
407
– – ﹤0.01% 242
2025
Q3 		$86.5K Hold
407
– – ﹤0.01% 249
2025
Q2 		$86.6K Buy
+407
New +$75.9K ﹤0.01% 245

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Capital World Investors
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JP Morgan Chase
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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's COF Position: Q1 2026 in Review

Evelyn Partners Investment Management held its Capital One (COF) position steady in Q1 2026 at 407 shares worth $74.2K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Evelyn Partners Investment Management first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $98.6K in Q4 2025. 2,065 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Evelyn Partners Investment Management held 407 shares of Capital One worth $74.2K as of Q1 2026.
  • Evelyn Partners Investment Management left its Capital One share count unchanged in Q1 2026.
  • Capital One made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #259 holding.
  • Evelyn Partners Investment Management first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Evelyn Partners Investment Management's Capital One position peaked at $98.6K in Q4 2025.
  • 2,065 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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