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Garton & Associates Financial Advisors’s Capital One COF Stock Holding History

Garton & Associates Financial 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 		– Sell
-293
Closed -$71K – 239
2025
Q4 		$71K Buy
+293
New +$65.2K 0.04% 307

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State Street
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Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Garton & Associates Financial Advisors's COF Position: Q1 2026 in Review

Garton & Associates Financial Advisors sold out of Capital One (COF) in Q1 2026, closing a stake of 293 shares — an estimated $71K sold.

Garton & Associates Financial Advisors first reported a position in COF in Q4 2025 and held it in 1 quarter. The position peaked at $71K in Q4 2025. 2,075 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Garton & Associates Financial Advisors reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Garton & Associates Financial Advisors sold 293 Capital One shares in Q1 2026, an estimated $71K.
  • Garton & Associates Financial Advisors first reported a position in Capital One in Q4 2025 and held it in 1 quarter.
  • Garton & Associates Financial Advisors's Capital One position peaked at $71K in Q4 2025.
  • 2,075 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Garton & Associates Financial Advisors's 13F filing for Q1 2026, filed 11 May 2026.