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Klingman & Associates’s Capital One COF Stock Holding History

Klingman & Associates’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 		$356K Buy
1,952
+29
+2% +$6.07K 0.02% 236
2025
Q4 		$466K Buy
1,923
+368
+24% +$81.9K 0.02% 197
2025
Q3 		$331K Buy
1,555
+96
+7% +$21K 0.02% 241
2025
Q2 		$310K Buy
+1,459
New +$272K 0.02% 238

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

Klingman & Associates's COF Position: Q1 2026 in Review

Klingman & Associates increased its Capital One (COF) stake by 1.5% in Q1 2026, buying an estimated $6.07K and bringing the position to 1,952 shares worth $356K. The position accounts for 0.02% of the portfolio, ranked #236.

Klingman & Associates first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $466K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Klingman & Associates held 1,952 shares of Capital One worth $356K as of Q1 2026.
  • Klingman & Associates bought 29 Capital One shares in Q1 2026, an estimated $6.07K.
  • Capital One made up 0.02% of Klingman & Associates's portfolio in Q1 2026, its #236 holding.
  • Klingman & Associates first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Klingman & Associates's Capital One position peaked at $466K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Klingman & Associates's 13F filing for Q1 2026, filed 14 May 2026.