Gilliland Jeter Wealth Management’s Capital One COF Stock Holding History

Gilliland Jeter Wealth Management’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	$618K	Buy	3,389 +8	+0.2%	+$1.67K	0.18%	98
2025 Q4	$819K	Buy	3,381 +8	+0.2%	+$1.78K	0.25%	79
2025 Q3	$717K	Buy	3,373 +5	+0.1%	+$1.09K	0.22%	93
2025 Q2	$717K	Buy	3,368 +1,193	+55%	+$223K	0.23%	92
2025 Q1	$390K	Buy	2,175 +6	+0.3%	+$1.13K	0.14%	120
2024 Q4	$387K	Buy	2,169 +6	+0.3%	+$1.04K	0.13%	123
2024 Q3	$324K	Buy	2,163 +9	+0.4%	+$1.28K	0.1%	139
2024 Q2	$298K	Buy	2,154 +9	+0.4%	+$1.26K	0.1%	137
2024 Q1	$319K	Buy	2,145 +9	+0.4%	+$1.22K	0.11%	135
2023 Q4	$280K	Buy	+2,136	New	+$230K	0.12%	135

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

Gilliland Jeter Wealth Management's COF Position: Q1 2026 in Review

Gilliland Jeter Wealth Management increased its Capital One (COF) stake by 0.24% in Q1 2026, buying an estimated $1.67K and bringing the position to 3,389 shares worth $618K. The position accounts for 0.18% of the portfolio, ranked #98.

Gilliland Jeter Wealth Management first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $819K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Gilliland Jeter Wealth Management held 3,389 shares of Capital One worth $618K as of Q1 2026.
Gilliland Jeter Wealth Management bought 8 Capital One shares in Q1 2026, an estimated $1.67K.
Capital One made up 0.18% of Gilliland Jeter Wealth Management's portfolio in Q1 2026, its #98 holding.
Gilliland Jeter Wealth Management first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Gilliland Jeter Wealth Management's Capital One position peaked at $819K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q1 2026, filed 24 Apr 2026.