Keebeck Wealth Management’s Capital One COF Stock Holding History

Keebeck Wealth Management’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	$266K	Sell	1,460 -95	-6%	-$19.9K	0.03%	346
2025 Q4	$377K	Buy	1,555 +376	+32%	+$83.7K	0.04%	263
2025 Q3	$251K	Buy	1,179 +68	+6%	+$14.9K	0.03%	321
2025 Q2	$236K	Buy	+1,111	New	+$207K	0.03%	311
2025 Q1	–	Sell	-1,295	Closed	-$231K	–	277
2024 Q4	$231K	Buy	+1,295	New	+$224K	0.03%	252
2020 Q1	–	Sell	-176	Closed	-$18K	–	174
2019 Q4	$18K	Buy	+176	New	+$17K	0.01%	269

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

Keebeck Wealth Management's COF Position: Q1 2026 in Review

Keebeck Wealth Management reduced its Capital One (COF) stake by 6.1% in Q1 2026, selling an estimated $19.9K and leaving 1,460 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #346.

Keebeck Wealth Management first reported a position in COF in Q4 2019 and has held it in 6 quarters since. The position peaked at $377K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Keebeck Wealth Management held 1,460 shares of Capital One worth $266K as of Q1 2026.
Keebeck Wealth Management sold 95 Capital One shares in Q1 2026, an estimated $19.9K.
Capital One made up 0.03% of Keebeck Wealth Management's portfolio in Q1 2026, its #346 holding.
Keebeck Wealth Management first reported a position in Capital One in Q4 2019 and has held it in 6 quarters since.
Keebeck Wealth Management's Capital One position peaked at $377K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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