Golden State Equity Partners’s Capital One COF Stock Holding History

Golden State Equity Partners’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	$883K	Buy	4,837 +1,380	+40%	+$289K	0.07%	312
2025 Q4	$838K	Buy	3,457 +353	+11%	+$78.6K	0.14%	172
2025 Q3	$660K	Buy	3,104 +187	+6%	+$40.9K	0.11%	213
2025 Q2	$621K	Sell	2,917 -413	-12%	-$77.1K	0.11%	218
2025 Q1	$597K	Buy	3,330 +558	+20%	+$105K	0.12%	215
2024 Q4	$494K	Buy	2,772 +1,452	+110%	+$251K	0.09%	236
2024 Q3	$198K	Sell	1,320 -207	-14%	-$29.5K	0.1%	186
2024 Q2	$211K	Buy	+1,527	New	+$214K	0.04%	375
2022 Q1	$759K	Buy	+5,779	New	+$843K	0.38%	74
2021 Q3	–	Sell	-7,426	Closed	-$1.15M	–	243
2021 Q2	$1.15M	Sell	7,426 -785	-10%	-$118K	0.44%	53
2021 Q1	$1.04M	Sell	8,211 -346	-4%	-$40.8K	0.6%	47
2020 Q4	$845K	Buy	+8,557	New	+$728K	0.58%	48

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

Golden State Equity Partners's COF Position: Q1 2026 in Review

Golden State Equity Partners increased its Capital One (COF) stake by 40% in Q1 2026, buying an estimated $289K and bringing the position to 4,837 shares worth $883K. The position accounts for 0.07% of the portfolio, ranked #312.

Golden State Equity Partners first reported a position in COF in Q4 2020 and has held it in 12 quarters since. The position peaked at $1.15M in Q2 2021. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Golden State Equity Partners held 4,837 shares of Capital One worth $883K as of Q1 2026.
Golden State Equity Partners bought 1,380 Capital One shares in Q1 2026, an estimated $289K.
Capital One made up 0.07% of Golden State Equity Partners's portfolio in Q1 2026, its #312 holding.
Golden State Equity Partners first reported a position in Capital One in Q4 2020 and has held it in 12 quarters since.
Golden State Equity Partners's Capital One position peaked at $1.15M in Q2 2021.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.