JNBA Financial Advisors’s Capital One COF Stock Holding History

JNBA Financial 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	$8.39K	Sell	46 -7	-13%	-$1.46K	﹤0.01%	517
2025 Q4	$12.8K	Buy	53 +7	+15%	+$1.56K	﹤0.01%	463
2025 Q3	$9.78K	Buy	+46	New	+$10.1K	﹤0.01%	480
2024 Q4	–	Sell	-53	Closed	-$7.94K	–	655
2024 Q3	$7.94K	Buy	+53	New	+$7.55K	﹤0.01%	482
2020 Q4	–	Sell	-496	Closed	-$36K	–	613
2020 Q3	$36K	Hold	496	–	–	0.01%	274
2020 Q2	$31K	Hold	496	–	–	0.01%	280
2020 Q1	$25K	Hold	496	–	–	0.01%	287
2019 Q4	$51K	Sell	496 -68	-12%	-$6.55K	0.01%	239
2019 Q3	$51K	Buy	564 +68	+14%	+$6.11K	0.01%	229
2019 Q2	$45K	Hold	496	–	–	0.01%	251
2019 Q1	$41K	Buy	+496	New	+$40.3K	0.01%	247
2018 Q4	–	Sell	-38,172	Closed	-$3.62M	–	565
2018 Q3	$3.62M	Buy	+38,172	New	+$3.71M	1.63%	28
2016 Q4	–	Sell	-1,698	Closed	-$122K	–	659
2016 Q3	$122K	Buy	+1,698	New	+$117K	0.02%	313
2014 Q2	–	Sell	-90	Closed	-$7K	–	508
2014 Q1	$7K	Buy	+90	New	+$6.61K	﹤0.01%	361

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

JNBA Financial Advisors's COF Position: Q1 2026 in Review

JNBA Financial Advisors reduced its Capital One (COF) stake by 13% in Q1 2026, selling an estimated $1.46K and leaving 46 shares worth $8.39K. The position accounts for ﹤0.01% of the portfolio, ranked #517.

JNBA Financial Advisors first reported a position in COF in Q1 2014 and has held it in 14 quarters since. The position peaked at $3.62M in Q3 2018. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

JNBA Financial Advisors held 46 shares of Capital One worth $8.39K as of Q1 2026.
JNBA Financial Advisors sold 7 Capital One shares in Q1 2026, an estimated $1.46K.
Capital One made up ﹤0.01% of JNBA Financial Advisors's portfolio in Q1 2026, its #517 holding.
JNBA Financial Advisors first reported a position in Capital One in Q1 2014 and has held it in 14 quarters since.
JNBA Financial Advisors's Capital One position peaked at $3.62M in Q3 2018.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on JNBA Financial Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.