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Inlet Private Wealth’s Capital One COF Stock Holding History

Inlet Private Wealth’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 		$235K Sell
1,287
-1,022
-44% -$214K 0.06% 121
2025
Q4 		$560K Buy
2,309
+280
+14% +$62.3K 0.13% 100
2025
Q3 		$431K Buy
2,029
+87
+4% +$19K 0.1% 109
2025
Q2 		$413K Buy
+1,942
New +$362K 0.1% 108

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

Inlet Private Wealth's COF Position: Q1 2026 in Review

Inlet Private Wealth reduced its Capital One (COF) stake by 44% in Q1 2026, selling an estimated $214K and leaving 1,287 shares worth $235K. The position accounts for 0.06% of the portfolio, ranked #121.

Inlet Private Wealth first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $560K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Inlet Private Wealth held 1,287 shares of Capital One worth $235K as of Q1 2026.
  • Inlet Private Wealth sold 1,022 Capital One shares in Q1 2026, an estimated $214K.
  • Capital One made up 0.06% of Inlet Private Wealth's portfolio in Q1 2026, its #121 holding.
  • Inlet Private Wealth first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Inlet Private Wealth's Capital One position peaked at $560K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Inlet Private Wealth's 13F filing for Q1 2026, filed 13 May 2026.