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Gitterman Wealth Management’s Capital One COF Stock Holding History

Gitterman 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
2025
Q3 		$210K Buy
987
+709
+255% +$155K 0.05% 124
2025
Q2 		$59.1K Buy
+278
New +$51.9K 0.01% 277
2024
Q3 		– Sell
-2,165
Closed -$300K – 132
2024
Q2 		$300K Buy
+2,165
New +$304K 0.12% 63

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Gitterman Wealth Management's COF Position: Q3 2025 in Review

Gitterman Wealth Management increased its Capital One (COF) stake by 255% in Q3 2025, buying an estimated $155K and bringing the position to 987 shares worth $210K. The position accounts for 0.05% of the portfolio, ranked #124.

Gitterman Wealth Management first reported a position in COF in Q2 2024 and has held it in 3 quarters since. The position peaked at $300K in Q2 2024. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Gitterman Wealth Management held 987 shares of Capital One worth $210K as of Q3 2025.
  • Gitterman Wealth Management bought 709 Capital One shares in Q3 2025, an estimated $155K.
  • Capital One made up 0.05% of Gitterman Wealth Management's portfolio in Q3 2025, its #124 holding.
  • Gitterman Wealth Management first reported a position in Capital One in Q2 2024 and has held it in 3 quarters since.
  • Gitterman Wealth Management's Capital One position peaked at $300K in Q2 2024.
  • 1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Gitterman Wealth Management's 13F filing for Q3 2025, filed 4 Nov 2025.