First Western Trust Bank’s Capital One COF Stock Holding History

First Western Trust Bank’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	$399K	Hold	2,186	–	–	0.02%	149
2025 Q4	$530K	Hold	2,186	–	–	0.03%	120
2025 Q3	$465K	Sell	2,186 -7	-0.3%	-$1.53K	0.02%	124
2025 Q2	$467K	Buy	+2,193	New	+$409K	0.02%	122

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 Western Trust Bank's COF Position: Q1 2026 in Review

First Western Trust Bank held its Capital One (COF) position steady in Q1 2026 at 2,186 shares worth $399K. The position accounts for 0.02% of the portfolio, ranked #149.

First Western Trust Bank first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $530K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

First Western Trust Bank held 2,186 shares of Capital One worth $399K as of Q1 2026.
First Western Trust Bank left its Capital One share count unchanged in Q1 2026.
Capital One made up 0.02% of First Western Trust Bank's portfolio in Q1 2026, its #149 holding.
First Western Trust Bank first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
First Western Trust Bank's Capital One position peaked at $530K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on First Western Trust Bank's 13F filing for Q1 2026, filed 12 May 2026.