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Guardian Wealth Advisors (North Carolina)’s Capital One COF Stock Holding History

Guardian Wealth Advisors (North Carolina)’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 		$234K Sell
1,282
-228
-15% -$47.7K 0.01% 322
2025
Q4 		$366K Sell
1,510
-63
-4% -$14K 0.02% 266
2025
Q3 		$334K Buy
1,573
+312
+25% +$68.3K 0.02% 272
2025
Q2 		$268K Buy
+1,261
New +$235K 0.02% 282

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Guardian Wealth Advisors (North Carolina)'s COF Position: Q1 2026 in Review

Guardian Wealth Advisors (North Carolina) reduced its Capital One (COF) stake by 15% in Q1 2026, selling an estimated $47.7K and leaving 1,282 shares worth $234K. The position accounts for 0.01% of the portfolio, ranked #322.

Guardian Wealth Advisors (North Carolina) first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $366K in Q4 2025. 2,064 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Guardian Wealth Advisors (North Carolina) held 1,282 shares of Capital One worth $234K as of Q1 2026.
  • Guardian Wealth Advisors (North Carolina) sold 228 Capital One shares in Q1 2026, an estimated $47.7K.
  • Capital One made up 0.01% of Guardian Wealth Advisors (North Carolina)'s portfolio in Q1 2026, its #322 holding.
  • Guardian Wealth Advisors (North Carolina) first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Guardian Wealth Advisors (North Carolina)'s Capital One position peaked at $366K in Q4 2025.
  • 2,064 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Guardian Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 15 May 2026.