KFA
COF icon

Kelleher Financial Advisors’s Capital One COF Stock Holding History

Kelleher 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 		$95.8K Buy
3,825
+3,820
+76,400% +$799K 0.02% 305
2025
Q4 		$1.21K Sell
5
-660
-99% -$147K ﹤0.01% 658
2025
Q3 		$141K Buy
+665
New +$146K 0.04% 215

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

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

Kelleher Financial Advisors increased its Capital One (COF) stake by 76,400% in Q1 2026, buying an estimated $799K and bringing the position to 3,825 shares worth $95.8K. The position accounts for 0.02% of the portfolio, ranked #305.

Kelleher Financial Advisors first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $141K in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Kelleher Financial Advisors held 3,825 shares of Capital One worth $95.8K as of Q1 2026.
  • Kelleher Financial Advisors bought 3,820 Capital One shares in Q1 2026, an estimated $799K.
  • Capital One made up 0.02% of Kelleher Financial Advisors's portfolio in Q1 2026, its #305 holding.
  • Kelleher Financial Advisors first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • Kelleher Financial Advisors's Capital One position peaked at $141K in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Kelleher Financial Advisors's 13F filing for Q1 2026, filed 8 May 2026.