Golden State Wealth Management’s Capital One COF Stock Holding History

Golden State 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	$326K	Buy	1,785 +337	+23%	+$70.5K	0.04%	315
2025 Q4	$351K	Sell	1,448 -29	-2%	-$6.46K	0.04%	304
2025 Q3	$314K	Buy	1,477 +312	+27%	+$68.3K	0.03%	310
2025 Q2	$248K	Buy	1,165 +572	+96%	+$107K	0.03%	332
2025 Q1	$106K	Buy	593 +3	+0.5%	+$567	0.02%	429
2024 Q4	$105K	Buy	+590	New	+$102K	0.02%	420
2020 Q4	–	Sell	-1,400	Closed	-$101K	–	259
2020 Q3	$101K	Buy	+1,400	New	+$93.6K	0.03%	257
2020 Q2	–	Sell	-1,949	Closed	-$98K	–	315
2020 Q1	$98K	Buy	+1,949	New	+$171K	0.04%	250
2019 Q4	–	Sell	-948	Closed	-$86K	–	211
2019 Q3	$86K	Buy	948 +300	+46%	+$27K	0.03%	335
2019 Q2	$58K	Sell	648 -57	-8%	-$5.1K	0.02%	419
2019 Q1	$58K	Buy	+705	New	+$57.3K	0.02%	407

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 Wealth Management's COF Position: Q1 2026 in Review

Golden State Wealth Management increased its Capital One (COF) stake by 23% in Q1 2026, buying an estimated $70.5K and bringing the position to 1,785 shares worth $326K. The position accounts for 0.04% of the portfolio, ranked #315.

Golden State Wealth Management first reported a position in COF in Q1 2019 and has held it in 11 quarters since. The position peaked at $351K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Golden State Wealth Management held 1,785 shares of Capital One worth $326K as of Q1 2026.
Golden State Wealth Management bought 337 Capital One shares in Q1 2026, an estimated $70.5K.
Capital One made up 0.04% of Golden State Wealth Management's portfolio in Q1 2026, its #315 holding.
Golden State Wealth Management first reported a position in Capital One in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Capital One position peaked at $351K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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