F/M Investments’s Capital One COF Stock Holding History

F/M Investments’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	$300K	Sell	1,644 -1	-0.1%	-$209	0.02%	291
2025 Q4	$399K	Sell	1,645 -14	-0.8%	-$3.12K	0.02%	359
2025 Q3	$353K	Hold	1,659	–	–	0.01%	359
2025 Q2	$353K	Sell	1,659 -14	-0.8%	-$2.61K	0.01%	355
2025 Q1	$300K	Sell	1,673 -7	-0.4%	-$1.32K	0.01%	357
2024 Q4	$300K	Hold	1,680	–	–	0.01%	358
2024 Q3	$252K	Hold	1,680	–	–	0.01%	322
2024 Q2	$233K	Buy	+1,680	New	+$236K	0.01%	311

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

F/M Investments's COF Position: Q1 2026 in Review

F/M Investments reduced its Capital One (COF) stake by 0.06% in Q1 2026, selling an estimated $209 and leaving 1,644 shares worth $300K. The position accounts for 0.02% of the portfolio, ranked #291.

F/M Investments first reported a position in COF in Q2 2024 and has held it in 8 quarters since. The position peaked at $399K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

F/M Investments held 1,644 shares of Capital One worth $300K as of Q1 2026.
F/M Investments sold 1 Capital One share in Q1 2026, an estimated $209.
Capital One made up 0.02% of F/M Investments's portfolio in Q1 2026, its #291 holding.
F/M Investments first reported a position in Capital One in Q2 2024 and has held it in 8 quarters since.
F/M Investments's Capital One position peaked at $399K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on F/M Investments's 13F filing for Q1 2026, filed 11 May 2026.