Kingswood Wealth Advisors’s Capital One COF Stock Holding History

Kingswood Wealth 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	$1.45M	Buy	7,949 +234	+3%	+$48.9K	0.07%	290
2025 Q4	$1.87M	Buy	7,715 +6,267	+433%	+$1.4M	0.09%	227
2025 Q3	$308K	Buy	1,448 +20	+1%	+$4.38K	0.02%	619
2025 Q2	$304K	Buy	+1,428	New	+$266K	0.02%	566
2024 Q4	–	Sell	-10,361	Closed	-$1.55M	–	813
2024 Q3	$1.55M	Buy	10,361 +8	+0.1%	+$1.14K	0.11%	212
2024 Q2	$1.43M	Sell	10,353 -2,517	-20%	-$353K	0.13%	170
2024 Q1	$1.92M	Buy	12,870 +2,403	+23%	+$325K	0.22%	106
2023 Q4	$1.37M	Sell	10,467 -106	-1%	-$11.4K	0.16%	151
2023 Q3	$1.03M	Buy	+10,573	New	+$1.13M	0.18%	138

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

Kingswood Wealth Advisors's COF Position: Q1 2026 in Review

Kingswood Wealth Advisors increased its Capital One (COF) stake by 3% in Q1 2026, buying an estimated $48.9K and bringing the position to 7,949 shares worth $1.45M. The position accounts for 0.07% of the portfolio, ranked #290.

Kingswood Wealth Advisors first reported a position in COF in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.92M in Q1 2024. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Kingswood Wealth Advisors held 7,949 shares of Capital One worth $1.45M as of Q1 2026.
Kingswood Wealth Advisors bought 234 Capital One shares in Q1 2026, an estimated $48.9K.
Capital One made up 0.07% of Kingswood Wealth Advisors's portfolio in Q1 2026, its #290 holding.
Kingswood Wealth Advisors first reported a position in Capital One in Q3 2023 and has held it in 9 quarters since.
Kingswood Wealth Advisors's Capital One position peaked at $1.92M in Q1 2024.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Kingswood Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.