HWA
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Heritage Wealth Advisors’s Capital One COF Stock Holding History

Heritage 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
2026
Q1 		$288K Buy
1,580
+39
+3% +$8.16K 0.01% 175
2025
Q4 		$373K Sell
1,541
-6
-0.4% -$1.34K 0.01% 165
2025
Q3 		$329K Hold
1,547
– – 0.01% 163
2025
Q2 		$329K Buy
1,547
+262
+20% +$48.9K 0.02% 166
2025
Q1 		$230K Hold
1,285
– – 0.01% 183
2024
Q4 		$229K Hold
1,285
– – 0.01% 189
2024
Q3 		$192K Hold
1,285
– – 0.01% 215
2024
Q2 		$178K Hold
1,285
– – 0.01% 212
2024
Q1 		$191K Hold
1,285
– – 0.01% 215
2023
Q4 		$168K Sell
1,285
-469
-27% -$50.6K 0.01% 225
2023
Q3 		$170K Sell
1,754
-460
-21% -$49.2K 0.01% 209
2023
Q2 		$242K Buy
2,214
+63
+3% +$6.31K 0.01% 190
2023
Q1 		$207K Sell
2,151
-2,758
-56% -$289K 0.01% 201
2022
Q4 		$456K Buy
4,909
+349
+8% +$34.3K 0.03% 135
2022
Q3 		$420K Sell
4,560
-470
-9% -$50K 0.03% 130
2022
Q2 		$524K Hold
5,030
– – 0.04% 125
2022
Q1 		$660K Hold
5,030
– – 0.04% 112
2021
Q4 		$730K Hold
5,030
– – 0.04% 115
2021
Q3 		$815K Hold
5,030
– – 0.05% 101
2021
Q2 		$778K Sell
5,030
-100
-2% -$15.1K 0.05% 103
2021
Q1 		$653K Sell
5,130
-210
-4% -$24.7K 0.04% 116
2020
Q4 		$528K Buy
5,340
+2,909
+120% +$247K 0.03% 126
2020
Q3 		$175K Buy
2,431
+75
+3% +$5.01K 0.02% 158
2020
Q2 		$147K Sell
2,356
-95
-4% -$5.92K 0.02% 167
2020
Q1 		$124K Sell
2,451
-553
-18% -$48.6K 0.02% 167
2019
Q4 		$309K Buy
3,004
+724
+32% +$69.8K 0.04% 135
2019
Q3 		$207K Hold
2,280
– – 0.03% 153
2019
Q2 		$207K Buy
2,280
+188
+9% +$16.8K 0.03% 140
2019
Q1 		$171K Sell
2,092
-88
-4% -$7.15K 0.03% 140
2018
Q4 		$164K Sell
2,180
-102
-4% -$8.83K 0.03% 131
2018
Q3 		$216K Buy
+2,282
New +$222K 0.04% 117

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

Heritage Wealth Advisors's COF Position: Q1 2026 in Review

Heritage Wealth Advisors increased its Capital One (COF) stake by 2.5% in Q1 2026, buying an estimated $8.16K and bringing the position to 1,580 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #175.

Heritage Wealth Advisors first reported a position in COF in Q3 2018 and has held it in 31 quarters since. The position peaked at $815K in Q3 2021. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Heritage Wealth Advisors held 1,580 shares of Capital One worth $288K as of Q1 2026.
  • Heritage Wealth Advisors bought 39 Capital One shares in Q1 2026, an estimated $8.16K.
  • Capital One made up 0.01% of Heritage Wealth Advisors's portfolio in Q1 2026, its #175 holding.
  • Heritage Wealth Advisors first reported a position in Capital One in Q3 2018 and has held it in 31 quarters since.
  • Heritage Wealth Advisors's Capital One position peaked at $815K in Q3 2021.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Heritage Wealth Advisors's 13F filing for Q1 2026, filed 14 May 2026.