GoalVest Advisory’s Capital One COF Stock Holding History

GoalVest Advisory’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 Q3	$34.8K	Sell	180 -9	-5%	-$1.89K	0.01%	260
2026 Q2	$37.9K	Buy	189 +39	+26%	+$7.46K	0.01%	237
2026 Q1	$27.4K	Hold	150	–	–	0.01%	291
2025 Q4	$36.4K	Hold	150	–	–	0.01%	269
2025 Q3	$31.9K	Hold	150	–	–	0.01%	260
2025 Q2	$31.9K	Buy	+150	New	+$28K	0.01%	242
2024 Q2	–	Sell	-75	Closed	-$11.2K	–	335
2024 Q1	$11.2K	Buy	+75	New	+$10.2K	﹤0.01%	304
2023 Q2	–	Sell	-8	Closed	-$769	–	372
2023 Q1	$769	Sell	8 -43	-84%	-$4.5K	﹤0.01%	239
2022 Q4	$4.74K	Hold	51	–	–	﹤0.01%	204
2022 Q3	$5K	Hold	51	–	–	﹤0.01%	207
2022 Q2	$5K	Hold	51	–	–	﹤0.01%	268
2022 Q1	$7K	Buy	+51	New	+$7.44K	﹤0.01%	258
2021 Q2	$19K	Buy	122 +43	+54%	+$6.49K	0.01%	178
2021 Q1	$10K	Buy	+79	New	+$9.31K	0.01%	162

Other funds holding COF

MSV

MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return

PNC

Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return

AIM

Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

VVP

Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return

FWCM

Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return

CFP

Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return

WPC

Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

GoalVest Advisory's COF Position: Q3 2026 in Review

GoalVest Advisory reduced its Capital One (COF) stake by 4.8% in Q3 2026, selling an estimated $1.89K and leaving 180 shares worth $34.8K. The position accounts for 0.01% of the portfolio, ranked #260.

GoalVest Advisory first reported a position in COF in Q1 2021 and has held it in 14 quarters since. The position peaked at $37.9K in Q2 2026. 87 funds tracked by Wall St. Rank hold COF as of Q3 2026.

GoalVest Advisory held 180 shares of Capital One worth $34.8K as of Q3 2026.
GoalVest Advisory sold 9 Capital One shares in Q3 2026, an estimated $1.89K.
Capital One made up 0.01% of GoalVest Advisory's portfolio in Q3 2026, its #260 holding.
GoalVest Advisory first reported a position in Capital One in Q1 2021 and has held it in 14 quarters since.
GoalVest Advisory's Capital One position peaked at $37.9K in Q2 2026.
87 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on GoalVest Advisory's 13F filing for Q3 2026, filed 2 Oct 2026.