Founders Financial Alliance’s Capital One COF Stock Holding History

Founders Financial Alliance’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	$612K	Buy	3,353 +4	+0.1%	+$837	0.11%	183
2025 Q4	$812K	Buy	3,349 +2	+0.1%	+$445	0.15%	131
2025 Q3	$712K	Buy	3,347 +1	+0%	+$219	0.13%	153
2025 Q2	$712K	Buy	3,346 +1,929	+136%	+$360K	0.16%	133
2025 Q1	$254K	Buy	1,417 +129	+10%	+$24.4K	0.06%	288
2024 Q4	$230K	Buy	+1,288	New	+$223K	0.06%	260
2022 Q2	–	Sell	-1,860	Closed	-$244K	–	510
2022 Q1	$244K	Sell	1,860 -8	-0.4%	-$1.17K	0.11%	181
2021 Q4	$271K	Buy	1,868 +29	+2%	+$4.48K	0.11%	195
2021 Q3	$298K	Buy	1,839 +150	+9%	+$24.5K	0.14%	162
2021 Q2	$261K	Buy	1,689 +104	+7%	+$15.7K	0.12%	193
2021 Q1	$221K	Buy	+1,585	New	+$187K	0.11%	208
2020 Q4	–	Sell	-838	Closed	-$60K	–	588
2020 Q3	$60K	Buy	+838	New	+$56K	0.04%	340

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

Founders Financial Alliance's COF Position: Q1 2026 in Review

Founders Financial Alliance increased its Capital One (COF) stake by 0.12% in Q1 2026, buying an estimated $837 and bringing the position to 3,353 shares worth $612K. The position accounts for 0.11% of the portfolio, ranked #183.

Founders Financial Alliance first reported a position in COF in Q3 2020 and has held it in 12 quarters since. The position peaked at $812K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Founders Financial Alliance held 3,353 shares of Capital One worth $612K as of Q1 2026.
Founders Financial Alliance bought 4 Capital One shares in Q1 2026, an estimated $837.
Capital One made up 0.11% of Founders Financial Alliance's portfolio in Q1 2026, its #183 holding.
Founders Financial Alliance first reported a position in Capital One in Q3 2020 and has held it in 12 quarters since.
Founders Financial Alliance's Capital One position peaked at $812K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.