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Family Legacy Financial Solutions’s Capital One COF Stock Holding History

Family Legacy Financial Solutions’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
-196
Closed -$41.7K – 78
2025
Q3 		$41.7K Buy
196
+1
+0.5% +$219 0.03% 101
2025
Q2 		$41.6K Buy
+195
New +$36.4K 0.04% 96

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Fidelity Investments
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JP Morgan Chase
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Geode Capital Management
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Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Harris Associates
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Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Family Legacy Financial Solutions's COF Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Capital One (COF) in Q4 2025, closing a stake of 196 shares — an estimated $41.7K sold.

Family Legacy Financial Solutions first reported a position in COF in Q2 2025 and held it in 2 quarters. The position peaked at $41.7K in Q3 2025. 2,214 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 196 Capital One shares in Q4 2025, an estimated $41.7K.
  • Family Legacy Financial Solutions first reported a position in Capital One in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Capital One position peaked at $41.7K in Q3 2025.
  • 2,214 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.