Heck Capital Advisors’s Capital One COF Stock Holding History

Heck Capital 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 Q1	–	Sell	-30	Closed	-$5.35K	–	354
2024 Q4	$5.35K	Buy	+30	New	+$5.19K	﹤0.01%	574

Other funds holding COF

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Heck Capital Advisors's COF Position: Q1 2025 in Review

Heck Capital Advisors sold out of Capital One (COF) in Q1 2025, closing a stake of 30 shares — an estimated $5.35K sold.

Heck Capital Advisors first reported a position in COF in Q4 2024 and held it in 1 quarter. The position peaked at $5.35K in Q4 2024. 1,403 funds tracked by Wall St. Rank hold COF as of Q1 2025.

Heck Capital Advisors reported no remaining Capital One position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 30 Capital One shares in Q1 2025, an estimated $5.35K.
Heck Capital Advisors first reported a position in Capital One in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's Capital One position peaked at $5.35K in Q4 2024.
1,403 funds tracked by Wall St. Rank held Capital One as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.