Key Financial Inc’s Capital One COF Stock Holding History

Key Financial Inc’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	$181K	Buy	994 +96	+11%	+$20.1K	0.03%	304
2025 Q4	$218K	Sell	898 -50	-5%	-$11.1K	0.04%	274
2025 Q3	$202K	Buy	948 +54	+6%	+$11.8K	0.04%	290
2025 Q2	$190K	Buy	894 +884	+8,840%	+$165K	0.04%	284
2025 Q1	$1.79K	Hold	10	–	–	﹤0.01%	1157
2024 Q4	$1.78K	Hold	10	–	–	﹤0.01%	1164
2024 Q3	$1.5K	Buy	+10	New	+$1.42K	﹤0.01%	1140

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

Key Financial Inc's COF Position: Q1 2026 in Review

Key Financial Inc increased its Capital One (COF) stake by 11% in Q1 2026, buying an estimated $20.1K and bringing the position to 994 shares worth $181K. The position accounts for 0.03% of the portfolio, ranked #304.

Key Financial Inc first reported a position in COF in Q3 2024 and has held it in 7 quarters since. The position peaked at $218K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Key Financial Inc held 994 shares of Capital One worth $181K as of Q1 2026.
Key Financial Inc bought 96 Capital One shares in Q1 2026, an estimated $20.1K.
Capital One made up 0.03% of Key Financial Inc's portfolio in Q1 2026, its #304 holding.
Key Financial Inc first reported a position in Capital One in Q3 2024 and has held it in 7 quarters since.
Key Financial Inc's Capital One position peaked at $218K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Key Financial Inc's 13F filing for Q1 2026, filed 24 Apr 2026.