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Laurel Wealth Advisors (North Carolina)’s Capital One COF Stock Holding History

Laurel Wealth Advisors (North Carolina)’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 		– Sell
-60
Closed -$14.5K – 288
2025
Q4 		$14.5K Buy
+60
New +$13.4K ﹤0.01% 453
2025
Q2 		– Sell
-6
Closed -$1.08K – 292
2025
Q1 		$1.08K Hold
6
– – ﹤0.01% 630
2024
Q4 		$1.07K Hold
6
– – ﹤0.01% 661
2024
Q3 		$899 Hold
6
– – ﹤0.01% 635
2024
Q2 		$831 Hold
6
– – ﹤0.01% 589
2024
Q1 		$894 Hold
6
– – ﹤0.01% 585
2023
Q4 		$787 Hold
6
– – ﹤0.01% 526
2023
Q3 		$583 Hold
6
– – ﹤0.01% 538
2023
Q2 		$657 Sell
6
-17
-74% -$1.7K ﹤0.01% 539
2023
Q1 		$2.21K Buy
23
+17
+283% +$1.78K ﹤0.01% 512
2022
Q4 		$558 Hold
6
– – ﹤0.01% 521
2022
Q3 		$1K Hold
6
– – ﹤0.01% 507
2022
Q2 		$1K Hold
6
– – ﹤0.01% 582
2022
Q1 		$1K Hold
6
– – ﹤0.01% 626
2021
Q4 		$1K Hold
6
– – ﹤0.01% 627
2021
Q3 		$1K Hold
6
– – ﹤0.01% 636
2021
Q2 		$1K Hold
6
– – ﹤0.01% 715
2021
Q1 		$1K Hold
6
– – ﹤0.01% 642
2020
Q4 		$1K Sell
6
-21
-78% -$1.79K ﹤0.01% 567
2020
Q3 		$2K Hold
27
– – ﹤0.01% 474
2020
Q2 		$2K Sell
27
-21
-44% -$1.31K ﹤0.01% 465
2020
Q1 		$2K Buy
48
+21
+78% +$1.85K ﹤0.01% 463
2019
Q4 		$3K Hold
27
– – ﹤0.01% 469
2019
Q3 		$2K Buy
27
+20
+286% +$1.8K ﹤0.01% 470
2019
Q2 		$1K Sell
7
-20
-74% -$1.79K ﹤0.01% 496
2019
Q1 		$2K Sell
27
-21
-44% -$1.71K ﹤0.01% 453
2018
Q4 		$4K Buy
+48
New +$4.16K ﹤0.01% 418

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Laurel Wealth Advisors (North Carolina)'s COF Position: Q1 2026 in Review

Laurel Wealth Advisors (North Carolina) sold out of Capital One (COF) in Q1 2026, closing a stake of 60 shares — an estimated $14.5K sold.

Laurel Wealth Advisors (North Carolina) first reported a position in COF in Q4 2018 and held it in 27 quarters. The position peaked at $14.5K in Q4 2025. 2,082 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Laurel Wealth Advisors (North Carolina) reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Laurel Wealth Advisors (North Carolina) sold 60 Capital One shares in Q1 2026, an estimated $14.5K.
  • Laurel Wealth Advisors (North Carolina) first reported a position in Capital One in Q4 2018 and held it in 27 quarters.
  • Laurel Wealth Advisors (North Carolina)'s Capital One position peaked at $14.5K in Q4 2025.
  • 2,082 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Laurel Wealth Advisors (North Carolina)'s 13F filing for Q1 2026, filed 13 May 2026.