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Hemington Wealth Management’s Capital One COF Stock Holding History

Hemington 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
2025
Q3 		$230K Buy
1,083
+10
+0.9% +$2.19K 0.03% 130
2025
Q2 		$228K Buy
1,073
+528
+97% +$98.5K 0.03% 120
2025
Q1 		$97K Buy
545
+34
+7% +$6.42K 0.02% 210
2024
Q4 		$91K Buy
511
+46
+10% +$7.96K 0.02% 208
2024
Q3 		$75K Buy
+465
New +$66.2K 0.02% 226

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Hemington Wealth Management's COF Position: Q3 2025 in Review

Hemington Wealth Management increased its Capital One (COF) stake by 0.93% in Q3 2025, buying an estimated $2.19K and bringing the position to 1,083 shares worth $230K. The position accounts for 0.03% of the portfolio, ranked #130.

Hemington Wealth Management first reported a position in COF in Q3 2024 and has held it in 5 quarters since. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Hemington Wealth Management held 1,083 shares of Capital One worth $230K as of Q3 2025.
  • Hemington Wealth Management bought 10 Capital One shares in Q3 2025, an estimated $2.19K.
  • Capital One made up 0.03% of Hemington Wealth Management's portfolio in Q3 2025, its #130 holding.
  • Hemington Wealth Management first reported a position in Capital One in Q3 2024 and has held it in 5 quarters since.
  • 1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Hemington Wealth Management's 13F filing for Q3 2025, filed 24 Oct 2025.