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Kingsview Wealth Management’s Capital One COF Stock Holding History

Kingsview 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 		$73K Buy
+400
New +$83.7K ﹤0.01% 1301
2021
Q3 		– Sell
-300
Closed -$2K – 904
2021
Q2 		$2K Buy
+300
New +$45.3K ﹤0.01% 879

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

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

Kingsview Wealth Management reduced its Capital One (COF) stake by 76% in Q1 2026, selling an estimated $35.6M and leaving 54,400 shares worth $9.92M. The position accounts for 0.14% of the portfolio, ranked #133.

Kingsview Wealth Management first reported a position in COF in Q3 2018 and has held it in 26 quarters since. The position peaked at $54.4M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Kingsview Wealth Management held 54,400 shares of Capital One worth $9.92M as of Q1 2026.
  • Kingsview Wealth Management sold 170,088 Capital One shares in Q1 2026, an estimated $35.6M.
  • Capital One made up 0.14% of Kingsview Wealth Management's portfolio in Q1 2026, its #133 holding.
  • Kingsview Wealth Management first reported a position in Capital One in Q3 2018 and has held it in 26 quarters since.
  • Kingsview Wealth Management's Capital One position peaked at $54.4M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Kingsview Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.