Insigneo Advisory Services’s Capital One COF Stock Holding History

Insigneo Advisory Services’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	$558K	Sell	3,060 -786	-20%	-$164K	0.04%	354
2025 Q4	$932K	Sell	3,846 -436	-10%	-$97.1K	0.07%	224
2025 Q3	$910K	Buy	4,282 +192	+5%	+$42K	0.06%	227
2025 Q2	$870K	Buy	4,090 +1,545	+61%	+$288K	0.07%	209
2025 Q1	$456K	Sell	2,545 -94	-4%	-$17.8K	0.05%	328
2024 Q4	$471K	Sell	2,639 -139	-5%	-$24.1K	0.05%	309
2024 Q3	$416K	Buy	2,778 +190	+7%	+$27.1K	0.04%	355
2024 Q2	$340K	Buy	2,588 +347	+15%	+$48.7K	0.04%	374
2024 Q1	$334K	Buy	2,241 +160	+8%	+$21.7K	0.04%	359
2023 Q4	$273K	Buy	+2,081	New	+$224K	0.04%	348

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Insigneo Advisory Services's COF Position: Q1 2026 in Review

Insigneo Advisory Services reduced its Capital One (COF) stake by 20% in Q1 2026, selling an estimated $164K and leaving 3,060 shares worth $558K. The position accounts for 0.04% of the portfolio, ranked #354.

Insigneo Advisory Services first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $932K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Insigneo Advisory Services held 3,060 shares of Capital One worth $558K as of Q1 2026.
Insigneo Advisory Services sold 786 Capital One shares in Q1 2026, an estimated $164K.
Capital One made up 0.04% of Insigneo Advisory Services's portfolio in Q1 2026, its #354 holding.
Insigneo Advisory Services first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Insigneo Advisory Services's Capital One position peaked at $932K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Insigneo Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.