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Fiduciary Wealth Partners’s Capital One COF Stock Holding History

Fiduciary Wealth Partners’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 		– Sell
-1,009
Closed -$244K – 68
2025
Q4 		$244K Sell
1,009
-64
-6% -$14.2K 0.1% 77
2025
Q3 		$228K Buy
1,073
+221
+26% +$48.4K 0.1% 81
2025
Q2 		$181K Buy
+852
New +$159K 0.17% 50

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Capital World Investors
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JP Morgan Chase
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Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Fiduciary Wealth Partners's COF Position: Q1 2026 in Review

Fiduciary Wealth Partners sold out of Capital One (COF) in Q1 2026, closing a stake of 1,009 shares — an estimated $244K sold.

Fiduciary Wealth Partners first reported a position in COF in Q2 2025 and held it in 3 quarters. The position peaked at $244K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Fiduciary Wealth Partners reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Fiduciary Wealth Partners sold 1,009 Capital One shares in Q1 2026, an estimated $244K.
  • Fiduciary Wealth Partners first reported a position in Capital One in Q2 2025 and held it in 3 quarters.
  • Fiduciary Wealth Partners's Capital One position peaked at $244K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Fiduciary Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.