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Evernest Financial Advisors’s Capital One COF Stock Holding History

Evernest Financial Advisors’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 		$294K Buy
1,514
+18
+1% +$3.77K 0.06% 148
2025
Q4 		$333K Buy
+1,496
New +$333K 0.07% 135

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

Evernest Financial Advisors's COF Position: Q1 2026 in Review

Evernest Financial Advisors increased its Capital One (COF) stake by 1.2% in Q1 2026, buying an estimated $3.77K and bringing the position to 1,514 shares worth $294K. The position accounts for 0.06% of the portfolio, ranked #148.

Evernest Financial Advisors first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $333K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Evernest Financial Advisors held 1,514 shares of Capital One worth $294K as of Q1 2026.
  • Evernest Financial Advisors bought 18 Capital One shares in Q1 2026, an estimated $3.77K.
  • Capital One made up 0.06% of Evernest Financial Advisors's portfolio in Q1 2026, its #148 holding.
  • Evernest Financial Advisors first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • Evernest Financial Advisors's Capital One position peaked at $333K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Evernest Financial Advisors's 13F filing for Q1 2026, filed 4 May 2026.