Grimes & Company’s Capital One COF Stock Holding History

Grimes & Company’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	–	Sell	-909	Closed	-$220K	–	438
2025 Q4	$220K	Buy	+909	New	+$202K	0.01%	425

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

Grimes & Company's COF Position: Q1 2026 in Review

Grimes & Company sold out of Capital One (COF) in Q1 2026, closing a stake of 909 shares — an estimated $220K sold.

Grimes & Company first reported a position in COF in Q4 2025 and held it in 1 quarter. The position peaked at $220K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Grimes & Company reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
Grimes & Company sold 909 Capital One shares in Q1 2026, an estimated $220K.
Grimes & Company first reported a position in Capital One in Q4 2025 and held it in 1 quarter.
Grimes & Company's Capital One position peaked at $220K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Grimes & Company's 13F filing for Q1 2026, filed 21 Apr 2026.