Evoke Wealth’s Capital One COF Stock Holding History

Evoke 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
2026 Q1	$731K	Buy	4,004 +490	+14%	+$102K	0.01%	328
2025 Q4	$852K	Buy	3,514 +512	+17%	+$114K	0.02%	295
2025 Q3	$638K	Buy	3,002 +359	+14%	+$78.6K	0.01%	311
2025 Q2	$562K	Buy	+2,643	New	+$493K	0.01%	325
2022 Q4	–	Sell	-125	Closed	-$12K	–	519
2022 Q3	$12K	Sell	125 -1	-0.8%	-$106	﹤0.01%	718
2022 Q2	$13K	Sell	126 -17	-12%	-$2.08K	﹤0.01%	726
2022 Q1	$19K	Buy	143 +17	+13%	+$2.48K	﹤0.01%	659
2021 Q4	$18K	Hold	126	–	–	﹤0.01%	693
2021 Q3	$20K	Sell	126 -18	-13%	-$2.94K	﹤0.01%	635
2021 Q2	$22K	Buy	144 +11	+8%	+$1.66K	﹤0.01%	637
2021 Q1	$17K	Hold	133	–	–	﹤0.01%	611
2020 Q4	$13K	Buy	133 +107	+412%	+$9.1K	﹤0.01%	540
2020 Q3	$2K	Sell	26 -29	-53%	-$1.94K	﹤0.01%	833
2020 Q2	$3K	Sell	55 -75	-58%	-$4.67K	﹤0.01%	779
2020 Q1	$6.54K	Sell	130 -125	-49%	-$11K	﹤0.01%	568
2019 Q4	$26.3K	Sell	255 -29,200	-99%	-$2.81M	﹤0.01%	530
2019 Q3	$2.68M	Buy	+29,455	New	+$2.65M	0.33%	40

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Evoke Wealth's COF Position: Q1 2026 in Review

Evoke Wealth increased its Capital One (COF) stake by 14% in Q1 2026, buying an estimated $102K and bringing the position to 4,004 shares worth $731K. The position accounts for 0.01% of the portfolio, ranked #328.

Evoke Wealth first reported a position in COF in Q3 2019 and has held it in 17 quarters since. The position peaked at $2.68M in Q3 2019. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Evoke Wealth held 4,004 shares of Capital One worth $731K as of Q1 2026.
Evoke Wealth bought 490 Capital One shares in Q1 2026, an estimated $102K.
Capital One made up 0.01% of Evoke Wealth's portfolio in Q1 2026, its #328 holding.
Evoke Wealth first reported a position in Capital One in Q3 2019 and has held it in 17 quarters since.
Evoke Wealth's Capital One position peaked at $2.68M in Q3 2019.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Evoke Wealth's 13F filing for Q1 2026, filed 15 May 2026.