First Foundation Advisors’s Capital One COF Stock Holding History

First Foundation Advisors’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	$781K	Buy	4,279 +662	+18%	+$138K	0.03%	195
2025 Q4	$877K	Buy	3,617 +237	+7%	+$52.8K	0.03%	187
2025 Q3	$718K	Sell	3,380 -150	-4%	-$32.8K	0.03%	204
2025 Q2	$751K	Buy	+3,530	New	+$659K	0.03%	208

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

First Foundation Advisors's COF Position: Q1 2026 in Review

First Foundation Advisors increased its Capital One (COF) stake by 18% in Q1 2026, buying an estimated $138K and bringing the position to 4,279 shares worth $781K. The position accounts for 0.03% of the portfolio, ranked #195.

First Foundation Advisors first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $877K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

First Foundation Advisors held 4,279 shares of Capital One worth $781K as of Q1 2026.
First Foundation Advisors bought 662 Capital One shares in Q1 2026, an estimated $138K.
Capital One made up 0.03% of First Foundation Advisors's portfolio in Q1 2026, its #195 holding.
First Foundation Advisors first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
First Foundation Advisors's Capital One position peaked at $877K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on First Foundation Advisors's 13F filing for Q1 2026, filed 4 May 2026.