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Evergreen Private Wealth’s Capital One COF Stock Holding History

Evergreen Private Wealth’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
-11
Closed -$2.34K – 114
2025
Q3 		$2.34K Hold
11
– – ﹤0.01% 212
2025
Q2 		$2.34K Buy
+11
New +$2.05K ﹤0.01% 237

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Evergreen Private Wealth's COF Position: Q4 2025 in Review

Evergreen Private Wealth sold out of Capital One (COF) in Q4 2025, closing a stake of 11 shares — an estimated $2.34K sold.

Evergreen Private Wealth first reported a position in COF in Q2 2025 and held it in 2 quarters. The position peaked at $2.34K in Q2 2025. 2,212 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Evergreen Private Wealth reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
  • Evergreen Private Wealth sold 11 Capital One shares in Q4 2025, an estimated $2.34K.
  • Evergreen Private Wealth first reported a position in Capital One in Q2 2025 and held it in 2 quarters.
  • Evergreen Private Wealth's Capital One position peaked at $2.34K in Q2 2025.
  • 2,212 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Evergreen Private Wealth's 13F filing for Q4 2025, filed 28 Jan 2026.