EWM
COF icon

Evermay Wealth Management’s Capital One COF Stock Holding History

Evermay Wealth 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 		$161K Hold
883
– – 0.02% 215
2025
Q4 		$214K Sell
883
-110
-11% -$24.5K 0.02% 190
2025
Q3 		$211K Hold
993
– – 0.02% 191
2025
Q2 		$211K Buy
993
+273
+38% +$50.9K 0.03% 189
2025
Q1 		$129K Hold
720
– – 0.02% 233
2024
Q4 		$128K Sell
720
-160
-18% -$27.7K 0.02% 232
2024
Q3 		$132K Sell
880
-160
-15% -$22.8K 0.02% 240
2024
Q2 		$144K Hold
1,040
– – 0.02% 222
2024
Q1 		$155K Sell
1,040
-104
-9% -$14.1K 0.02% 218
2023
Q4 		$150K Buy
1,144
+4
+0.4% +$431 0.03% 201
2023
Q3 		$111K Sell
1,140
-50
-4% -$5.34K 0.02% 223
2023
Q2 		$130K Hold
1,190
– – 0.03% 216
2023
Q1 		$114K Hold
1,190
– – 0.02% 224
2022
Q4 		$111K Hold
1,190
– – 0.02% 215
2022
Q3 		$110K Buy
1,190
+57
+5% +$6.07K 0.02% 205
2022
Q2 		$118K Buy
1,133
+33
+3% +$4.03K 0.02% 203
2022
Q1 		$144K Buy
1,100
+70
+7% +$10.2K 0.02% 215
2021
Q4 		$149K Buy
1,030
+96
+10% +$14.8K 0.03% 193
2021
Q3 		$151K Buy
934
+54
+6% +$8.81K 0.03% 184
2021
Q2 		$136K Buy
+880
New +$133K 0.03% 201
2020
Q2 		– Sell
-4,555
Closed -$230K – 153
2020
Q1 		$230K Sell
4,555
-1,836
-29% -$161K 0.07% 123
2019
Q4 		$658K Buy
6,391
+445
+7% +$42.9K 0.16% 67
2019
Q3 		$541K Sell
5,946
-505
-8% -$45.4K 0.15% 72
2019
Q2 		$585K Sell
6,451
-44
-0.7% -$3.94K 0.16% 64
2019
Q1 		$531K Sell
6,495
-700
-10% -$56.9K 0.15% 69
2018
Q4 		$544K Buy
7,195
+295
+4% +$25.5K 0.18% 57
2018
Q3 		$655K Sell
6,900
-850
-11% -$82.7K 0.2% 54
2018
Q2 		$712K Sell
7,750
-460
-6% -$43.5K 0.24% 48
2018
Q1 		$787K Buy
8,210
+2,720
+50% +$271K 0.27% 46
2017
Q4 		$547K Buy
+5,490
New +$501K 0.2% 56

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Evermay Wealth Management's COF Position: Q1 2026 in Review

Evermay Wealth Management held its Capital One (COF) position steady in Q1 2026 at 883 shares worth $161K. The position accounts for 0.02% of the portfolio, ranked #215.

Evermay Wealth Management first reported a position in COF in Q4 2017 and has held it in 30 quarters since. The position peaked at $787K in Q1 2018. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Evermay Wealth Management held 883 shares of Capital One worth $161K as of Q1 2026.
  • Evermay Wealth Management left its Capital One share count unchanged in Q1 2026.
  • Capital One made up 0.02% of Evermay Wealth Management's portfolio in Q1 2026, its #215 holding.
  • Evermay Wealth Management first reported a position in Capital One in Q4 2017 and has held it in 30 quarters since.
  • Evermay Wealth Management's Capital One position peaked at $787K in Q1 2018.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Evermay Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.