Foundations Investment Advisors’s Capital One COF Stock Holding History

Foundations Investment 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	$912K	Buy	5,001 +39	+0.8%	+$8.16K	0.01%	544
2025 Q4	$1.2M	Buy	4,962 +743	+18%	+$165K	0.02%	463
2025 Q3	$897K	Sell	4,219 -298	-7%	-$65.2K	0.01%	496
2025 Q2	$961K	Buy	4,517 +2,390	+112%	+$446K	0.02%	444
2025 Q1	$381K	Buy	2,127 +90	+4%	+$17K	0.01%	647
2024 Q4	$363K	Buy	2,037 +13	+0.6%	+$2.25K	0.01%	609
2024 Q3	$303K	Buy	2,024 +258	+15%	+$36.7K	0.01%	631
2024 Q2	$244K	Sell	1,766 -10	-0.6%	-$1.4K	0.01%	664
2024 Q1	$264K	Sell	1,776 -272	-13%	-$36.8K	0.01%	607
2023 Q4	$276K	Buy	+2,048	New	+$221K	0.01%	572

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

Foundations Investment Advisors's COF Position: Q1 2026 in Review

Foundations Investment Advisors increased its Capital One (COF) stake by 0.79% in Q1 2026, buying an estimated $8.16K and bringing the position to 5,001 shares worth $912K. The position accounts for 0.01% of the portfolio, ranked #544.

Foundations Investment Advisors first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.2M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Foundations Investment Advisors held 5,001 shares of Capital One worth $912K as of Q1 2026.
Foundations Investment Advisors bought 39 Capital One shares in Q1 2026, an estimated $8.16K.
Capital One made up 0.01% of Foundations Investment Advisors's portfolio in Q1 2026, its #544 holding.
Foundations Investment Advisors first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Foundations Investment Advisors's Capital One position peaked at $1.2M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.