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Forvis Mazars Wealth Advisors’s Capital One COF Stock Holding History

Forvis Mazars Wealth 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 		$3.87M Sell
21,232
-865
-4% -$181K 0.07% 105
2025
Q4 		$5.36M Sell
22,097
-612
-3% -$136K 0.1% 92
2025
Q3 		$4.83M Sell
22,709
-1,430
-6% -$313K 0.1% 94
2025
Q2 		$5.14M Buy
24,139
+3,718
+18% +$694K 0.11% 86
2025
Q1 		$3.66M Buy
20,421
+105
+0.5% +$19.8K 0.09% 108
2024
Q4 		$3.62M Sell
20,316
-907
-4% -$157K 0.08% 112
2024
Q3 		$3.18M Sell
21,223
-265
-1% -$37.7K 0.07% 129
2024
Q2 		$2.98M Sell
21,488
-1,275
-6% -$179K 0.07% 128
2024
Q1 		$3.39M Sell
22,763
-1,854
-8% -$251K 0.09% 115
2023
Q4 		$3.23M Sell
24,617
-807
-3% -$87K 0.09% 113
2023
Q3 		$2.47M Sell
25,424
-4,812
-16% -$514K 0.07% 131
2023
Q2 		$3.31M Sell
30,236
-3,093
-9% -$310K 0.1% 127
2023
Q1 		$3.2M Buy
33,329
+1,468
+5% +$154K 0.1% 114
2022
Q4 		$2.96M Sell
31,861
-1
-0% -$98 0.1% 112
2022
Q3 		$2.94M Buy
31,862
+1,257
+4% +$134K 0.12% 108
2022
Q2 		$3.19M Buy
30,605
+977
+3% +$119K 0.13% 90
2022
Q1 		$3.89M Buy
29,628
+1,279
+5% +$186K 0.16% 69
2021
Q4 		$4.11M Sell
28,349
-341
-1% -$52.7K 0.17% 61
2021
Q3 		$4.65M Sell
28,690
-542
-2% -$88.4K 0.21% 52
2021
Q2 		$4.52M Sell
29,232
-849
-3% -$128K 0.21% 51
2021
Q1 		$3.83M Sell
30,081
-1,070
-3% -$126K 0.19% 56
2020
Q4 		$3.08M Buy
31,151
+1,833
+6% +$156K 0.15% 73
2020
Q3 		$2.11M Buy
29,318
+1,462
+5% +$97.7K 0.12% 88
2020
Q2 		$1.74M Buy
27,856
+14,314
+106% +$892K 0.11% 93
2020
Q1 		$683K Buy
+13,542
New +$1.19M 0.06% 143

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
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

Forvis Mazars Wealth Advisors's COF Position: Q1 2026 in Review

Forvis Mazars Wealth Advisors reduced its Capital One (COF) stake by 3.9% in Q1 2026, selling an estimated $181K and leaving 21,232 shares worth $3.87M. The position accounts for 0.07% of the portfolio, ranked #105.

Forvis Mazars Wealth Advisors first reported a position in COF in Q1 2020 and has held it in 25 quarters since. The position peaked at $5.36M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Forvis Mazars Wealth Advisors held 21,232 shares of Capital One worth $3.87M as of Q1 2026.
  • Forvis Mazars Wealth Advisors sold 865 Capital One shares in Q1 2026, an estimated $181K.
  • Capital One made up 0.07% of Forvis Mazars Wealth Advisors's portfolio in Q1 2026, its #105 holding.
  • Forvis Mazars Wealth Advisors first reported a position in Capital One in Q1 2020 and has held it in 25 quarters since.
  • Forvis Mazars Wealth Advisors's Capital One position peaked at $5.36M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q1 2026, filed 1 May 2026.