Kelly Financial Services’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
Sell
-865
Closed -$210K 133
2025
Q4
$210K Buy
+865
New +$193K 0.05% 117
2020
Q3
Sell
-181
Closed -$11.3K 590
2020
Q2
$11.3K Buy
181
+1
+0.6% +$62 0.01% 226
2020
Q1
$9.08K Buy
180
+1
+0.6% +$88 0.01% 223
2019
Q4
$18.5K Hold
179
0.01% 167
2019
Q3
$16.2K Buy
179
+1
+0.6% +$90 0.01% 172
2019
Q2
$16.1K Buy
178
+1
+0.6% +$89 0.01% 173
2019
Q1
$14.5K Buy
+177
New +$14.4K 0.02% 181

Other funds holding COF

Kelly Financial Services's COF Position: Q1 2026 in Review

Kelly Financial Services sold out of Capital One (COF) in Q1 2026, closing a stake of 865 shares — an estimated $210K sold.

Kelly Financial Services first reported a position in COF in Q1 2019 and held it in 7 quarters. The position peaked at $210K in Q4 2025. 2,078 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Kelly Financial Services reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Kelly Financial Services sold 865 Capital One shares in Q1 2026, an estimated $210K.
  • Kelly Financial Services first reported a position in Capital One in Q1 2019 and held it in 7 quarters.
  • Kelly Financial Services's Capital One position peaked at $210K in Q4 2025.
  • 2,078 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Kelly Financial Services's 13F filing for Q1 2026, filed 13 Apr 2026.