Financial Gravity Asset Management’s Capital One COF Stock Holding History

Financial Gravity Asset 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
2026 Q1	$6.02K	Hold	33	–	–	﹤0.01%	641
2025 Q4	$8K	Hold	33	–	–	﹤0.01%	519
2025 Q3	$7.01K	Buy	+33	New	+$7.22K	﹤0.01%	627
2025 Q1	$5.92K	Buy	+33	New	+$6.23K	﹤0.01%	701
2024 Q2	$7.62K	Sell	55 -57	-51%	-$8K	﹤0.01%	538
2024 Q1	$15.7K	Sell	112 -988	-90%	-$134K	﹤0.01%	610
2023 Q4	$1.68M	Buy	1,100 +55	+5%	+$5.93K	0.02%	255
2023 Q3	$1.67M	Buy	1,045 +881	+537%	+$94.2K	0.02%	241
2023 Q2	$207	Buy	164 +109	+198%	+$10.9K	﹤0.01%	1173
2023 Q1	$5	Sell	55 -38	-41%	-$3.98K	﹤0.01%	918
2022 Q4	$201	Buy	+93	New	+$9.14K	﹤0.01%	941
2018 Q3	$1K	Buy	9 +2	+29%	+$195	﹤0.01%	1095
2018 Q2	$1K	Sell	7 -7	-50%	-$662	﹤0.01%	1118
2018 Q1	$1K	Buy	+14	New	+$1.39K	﹤0.01%	1093

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

Financial Gravity Asset Management's COF Position: Q1 2026 in Review

Financial Gravity Asset Management held its Capital One (COF) position steady in Q1 2026 at 33 shares worth $6.02K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

Financial Gravity Asset Management first reported a position in COF in Q1 2018 and has held it in 14 quarters since. The position peaked at $1.68M in Q4 2023. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Financial Gravity Asset Management held 33 shares of Capital One worth $6.02K as of Q1 2026.
Financial Gravity Asset Management left its Capital One share count unchanged in Q1 2026.
Capital One made up ﹤0.01% of Financial Gravity Asset Management's portfolio in Q1 2026, its #641 holding.
Financial Gravity Asset Management first reported a position in Capital One in Q1 2018 and has held it in 14 quarters since.
Financial Gravity Asset Management's Capital One position peaked at $1.68M in Q4 2023.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.