Evercore Wealth Management’s Capital One COF Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $431K | Sell |
2,362
-4
| -0.2% | -$837 | 0.01% | 302 |
|
|
2025
Q4 | $573K | Sell |
2,366
-1,529
| -39% | -$340K | 0.01% | 273 |
|
|
2025
Q3 | $828K | Buy |
3,895
+1,984
| +104% | +$434K | 0.01% | 235 |
|
|
2025
Q2 | $407K | Sell |
1,911
-5,652
| -75% | -$1.05M | 0.01% | 303 |
|
|
2025
Q1 | $1.36M | Sell |
7,563
-400
| -5% | -$75.6K | 0.02% | 196 |
|
|
2024
Q4 | $1.42M | Sell |
7,963
-3,000
| -27% | -$519K | 0.02% | 188 |
|
|
2024
Q3 | $1.64M | Hold |
10,963
| – | – | 0.02% | 176 |
|
|
2024
Q2 | $1.52M | Sell |
10,963
-700
| -6% | -$98.2K | 0.02% | 183 |
|
|
2024
Q1 | $1.74M | Sell |
11,663
-45
| -0.4% | -$6.09K | 0.03% | 175 |
|
|
2023
Q4 | $1.54M | Buy |
11,708
+45
| +0.4% | +$4.85K | 0.03% | 183 |
|
|
2023
Q3 | $1.13M | Buy |
11,663
+1,800
| +18% | +$192K | 0.02% | 208 |
|
|
2023
Q2 | $1.08M | Sell |
9,863
-500
| -5% | -$50.1K | 0.02% | 209 |
|
|
2023
Q1 | $997K | Sell |
10,363
-1
| -0% | -$105 | 0.02% | 214 |
|
|
2022
Q4 | $963K | Buy |
+10,364
| New | +$1.02M | 0.02% | 214 |
|
|
2018
Q4 | – | Sell |
-4,400
| Closed | -$418K | – | 376 |
|
|
2018
Q3 | $418K | Hold |
4,400
| – | – | 0.01% | 298 |
|
|
2018
Q2 | $404K | Buy |
+4,400
| New | +$416K | 0.01% | 291 |
|
|
2018
Q1 | – | Sell |
-1,371
| Closed | -$137K | – | 433 |
|
|
2017
Q4 | $137K | Hold |
1,371
| – | – | 0.01% | 417 |
|
|
2017
Q3 | $116K | Sell |
1,371
-127
| -8% | -$10.5K | ﹤0.01% | 436 |
|
|
2017
Q2 | $124K | Sell |
1,498
-31
| -2% | -$2.52K | ﹤0.01% | 427 |
|
|
2017
Q1 | $133K | Buy |
1,529
+368
| +32% | +$32.8K | 0.01% | 429 |
|
|
2016
Q4 | $101K | Sell |
1,161
-263
| -18% | -$21.2K | ﹤0.01% | 496 |
|
|
2016
Q3 | $102K | Sell |
1,424
-58
| -4% | -$3.98K | ﹤0.01% | 474 |
|
|
2016
Q2 | $94K | Sell |
1,482
-747
| -34% | -$52K | ﹤0.01% | 471 |
|
|
2016
Q1 | $154K | Sell |
2,229
-2,432
| -52% | -$161K | 0.01% | 398 |
|
|
2015
Q4 | $336K | Buy |
4,661
+814
| +21% | +$62.3K | 0.02% | 303 |
|
|
2015
Q3 | $278K | Sell |
3,847
-170
| -4% | -$13.7K | 0.01% | 337 |
|
|
2015
Q2 | $354K | Buy |
4,017
+1,233
| +44% | +$104K | 0.02% | 325 |
|
|
2015
Q1 | $219K | Sell |
2,784
-577
| -17% | -$45.3K | 0.01% | 404 |
|
|
2014
Q4 | $277K | Buy |
3,361
+30
| +0.9% | +$2.44K | 0.01% | 316 |
|
|
2014
Q3 | $272K | Buy |
3,331
+2,058
| +162% | +$168K | 0.01% | 346 |
|
|
2014
Q2 | $105K | Sell |
1,273
-253
| -17% | -$19.7K | 0.01% | 500 |
|
|
2014
Q1 | $119K | Sell |
1,526
-1,977
| -56% | -$145K | 0.01% | 455 |
|
|
2013
Q4 | $269K | Buy |
3,503
+3,432
| +4,834% | +$244K | 0.01% | 338 |
|
|
2013
Q3 | $5K | Buy |
+71
| New | +$4.78K | ﹤0.01% | 838 |
|
Other funds holding COF
VCM
VPM
Evercore Wealth Management's COF Position: Q1 2026 in Review
Evercore Wealth Management reduced its Capital One (COF) stake by 0.17% in Q1 2026, selling an estimated $837 and leaving 2,362 shares worth $431K. The position accounts for 0.01% of the portfolio, ranked #302.
Evercore Wealth Management first reported a position in COF in Q3 2013 and has held it in 34 quarters since. The position peaked at $1.74M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.
- Evercore Wealth Management held 2,362 shares of Capital One worth $431K as of Q1 2026.
- Evercore Wealth Management sold 4 Capital One shares in Q1 2026, an estimated $837.
- Capital One made up 0.01% of Evercore Wealth Management's portfolio in Q1 2026, its #302 holding.
- Evercore Wealth Management first reported a position in Capital One in Q3 2013 and has held it in 34 quarters since.
- Evercore Wealth Management's Capital One position peaked at $1.74M in Q1 2024.
- 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.
Based on Evercore Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.