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	Hold	55	–	–	﹤0.01%	538
2024 Q1	$7.21K	Hold	55	–	–	﹤0.01%	520
2023 Q4	$7.21K	Buy	+55	New	+$5.93K	﹤0.01%	536
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 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 10 quarters since. The position peaked at $8K in Q4 2025. 2,080 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 10 quarters since.
Financial Gravity Asset Management's Capital One position peaked at $8K in Q4 2025.
2,080 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.