KJWM
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Kiley Juergens Wealth Management’s Capital One COF Stock Holding History

Kiley Juergens 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 		$233K Buy
+1,277
New +$267K 0.04% 217
2018
Q4 		– Sell
-347
Closed -$32K – 153
2018
Q3 		$32K Sell
347
-286
-45% -$27.8K 0.02% 296
2018
Q2 		$58K Buy
+633
New +$59.9K 0.05% 185
2018
Q1 		– Sell
-796
Closed -$79K – 184
2017
Q4 		$79K Buy
+796
New +$72.6K 0.07% 151

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

Kiley Juergens Wealth Management's COF Position: Q1 2026 in Review

Kiley Juergens Wealth Management opened a new position in Capital One (COF) in Q1 2026: 1,277 shares worth $233K. The stake represents 0.04% of the portfolio and ranks #217 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in COF as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in COF in Q4 2017 and has held it in 4 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Kiley Juergens Wealth Management held 1,277 shares of Capital One worth $233K as of Q1 2026.
  • Capital One was a new Kiley Juergens Wealth Management position in Q1 2026.
  • Capital One made up 0.04% of Kiley Juergens Wealth Management's portfolio in Q1 2026, its #217 holding.
  • Kiley Juergens Wealth Management first reported a position in Capital One in Q4 2017 and has held it in 4 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q1 2026, filed 28 Apr 2026.