Grey Fox Wealth Advisors’s Capital One COF Stock Holding History

Grey Fox Wealth Advisors’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 Q4	–	Sell	-439	Closed	-$93.3K	–	219
2025 Q3	$93.3K	Buy	+439	New	+$96.1K	0.02%	198
2023 Q2	–	Sell	-295	Closed	-$28.4K	–	181
2023 Q1	$28.4K	Buy	295 +127	+76%	+$13.3K	0.02%	239
2022 Q4	$15.6K	Buy	+168	New	+$16.5K	0.01%	251

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Grey Fox Wealth Advisors's COF Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Capital One (COF) in Q4 2025, closing a stake of 439 shares — an estimated $93.3K sold.

Grey Fox Wealth Advisors first reported a position in COF in Q4 2022 and held it in 3 quarters. The position peaked at $93.3K in Q3 2025. 2,204 funds tracked by Wall St. Rank hold COF as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 439 Capital One shares in Q4 2025, an estimated $93.3K.
Grey Fox Wealth Advisors first reported a position in Capital One in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Capital One position peaked at $93.3K in Q3 2025.
2,204 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.