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FFT Wealth Management’s Capital One COF Stock Holding History

FFT 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
2025
Q1 		– Sell
-2,720
Closed -$485K – 125
2024
Q4 		$485K Buy
2,720
+65
+2% +$11.3K 0.04% 96
2024
Q3 		$398K Buy
2,655
+26
+1% +$3.7K 0.03% 107
2024
Q2 		$364K Buy
2,629
+2
+0.1% +$281 0.03% 100
2024
Q1 		$391K Buy
2,627
+302
+13% +$40.9K 0.03% 90
2023
Q4 		$305K Buy
2,325
+80
+4% +$8.63K 0.03% 87
2023
Q3 		$218K Hold
2,245
– – 0.03% 94
2023
Q2 		$246K Sell
2,245
-75
-3% -$7.51K 0.03% 95
2023
Q1 		$223K Buy
2,320
+45
+2% +$4.71K 0.03% 101
2022
Q4 		$211K Hold
2,275
– – 0.03% 100
2022
Q3 		$210K Buy
+2,275
New +$242K 0.03% 86

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FFT Wealth Management's COF Position: Q1 2025 in Review

FFT Wealth Management sold out of Capital One (COF) in Q1 2025, closing a stake of 2,720 shares — an estimated $485K sold.

FFT Wealth Management first reported a position in COF in Q3 2022 and held it in 10 quarters. The position peaked at $485K in Q4 2024. 1,400 funds tracked by Wall St. Rank hold COF as of Q1 2025.

  • FFT Wealth Management reported no remaining Capital One position as of Q1 2025 after selling out during the quarter.
  • FFT Wealth Management sold 2,720 Capital One shares in Q1 2025, an estimated $485K.
  • FFT Wealth Management first reported a position in Capital One in Q3 2022 and held it in 10 quarters.
  • FFT Wealth Management's Capital One position peaked at $485K in Q4 2024.
  • 1,400 funds tracked by Wall St. Rank held Capital One as of Q1 2025.

Based on FFT Wealth Management's 13F filing for Q1 2025, filed 15 May 2025.