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Integrated Wealth Management (Ohio)’s Capital One COF Stock Holding History

Integrated Wealth Management (Ohio)’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 		– Sell
-833
Closed -$202K – 97
2025
Q4 		$202K Buy
+833
New +$185K 0.23% 92

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Capital World Investors
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Integrated Wealth Management (Ohio)'s COF Position: Q1 2026 in Review

Integrated Wealth Management (Ohio) sold out of Capital One (COF) in Q1 2026, closing a stake of 833 shares — an estimated $202K sold.

Integrated Wealth Management (Ohio) first reported a position in COF in Q4 2025 and held it in 1 quarter. The position peaked at $202K in Q4 2025. 2,075 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Integrated Wealth Management (Ohio) reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Integrated Wealth Management (Ohio) sold 833 Capital One shares in Q1 2026, an estimated $202K.
  • Integrated Wealth Management (Ohio) first reported a position in Capital One in Q4 2025 and held it in 1 quarter.
  • Integrated Wealth Management (Ohio)'s Capital One position peaked at $202K in Q4 2025.
  • 2,075 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Integrated Wealth Management (Ohio)'s 13F filing for Q1 2026, filed 23 Apr 2026.