Fiduciary Family Office’s Capital One COF Stock Holding History

Fiduciary Family Office’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	$848K	Buy	4,649 +274	+6%	+$57.3K	0.24%	82
2025 Q4	$1.06M	Sell	4,375 -481	-10%	-$107K	0.3%	60
2025 Q3	$1.03M	Sell	4,856 -760	-14%	-$166K	0.29%	68
2025 Q2	$1.19M	Buy	5,616 +4,358	+346%	+$813K	0.39%	55
2025 Q1	$226K	Buy	+1,258	New	+$238K	0.08%	172
2024 Q4	–	Sell	-1,598	Closed	-$239K	–	116
2024 Q3	$239K	Hold	1,598	–	–	0.08%	189
2024 Q2	$221K	Sell	1,598 -41	-3%	-$5.75K	0.09%	185
2024 Q1	$244K	Sell	1,639 -150	-8%	-$20.3K	0.1%	188
2023 Q4	$235K	Buy	+1,789	New	+$193K	0.1%	194

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

Fiduciary Family Office's COF Position: Q1 2026 in Review

Fiduciary Family Office increased its Capital One (COF) stake by 6.3% in Q1 2026, buying an estimated $57.3K and bringing the position to 4,649 shares worth $848K. The position accounts for 0.24% of the portfolio, ranked #82.

Fiduciary Family Office first reported a position in COF in Q4 2023 and has held it in 9 quarters since. The position peaked at $1.19M in Q2 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Fiduciary Family Office held 4,649 shares of Capital One worth $848K as of Q1 2026.
Fiduciary Family Office bought 274 Capital One shares in Q1 2026, an estimated $57.3K.
Capital One made up 0.24% of Fiduciary Family Office's portfolio in Q1 2026, its #82 holding.
Fiduciary Family Office first reported a position in Capital One in Q4 2023 and has held it in 9 quarters since.
Fiduciary Family Office's Capital One position peaked at $1.19M in Q2 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Fiduciary Family Office's 13F filing for Q1 2026, filed 14 May 2026.