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Legacy Financial Advisors’s Capital One COF Stock Holding History

Legacy Financial 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 		$1.44M Sell
7,914
-1,741
-18% -$364K 0.2% 88
2025
Q4 		$2.34M Buy
9,655
+950
+11% +$211K 0.32% 50
2025
Q3 		$1.85M Buy
8,705
+898
+12% +$197K 0.25% 62
2025
Q2 		$1.66M Buy
7,807
+4,625
+145% +$863K 0.26% 64
2025
Q1 		$571K Buy
3,182
+571
+22% +$108K 0.1% 174
2024
Q4 		$466K Buy
2,611
+387
+17% +$67K 0.08% 201
2024
Q3 		$333K Buy
2,224
+259
+13% +$36.9K 0.06% 258
2024
Q2 		$272K Sell
1,965
-29
-1% -$4.07K 0.05% 270
2024
Q1 		$297K Buy
1,994
+126
+7% +$17.1K 0.05% 254
2023
Q4 		$245K Buy
+1,868
New +$201K 0.05% 261
2023
Q3 		– Sell
-1,957
Closed -$214K – 271
2023
Q2 		$214K Buy
+1,957
New +$196K 0.04% 239
2022
Q2 		– Sell
-1,537
Closed -$202K – 228
2022
Q1 		$202K Buy
+1,537
New +$224K 0.05% 234
2021
Q4 		– Sell
-1,560
Closed -$253K – 206
2021
Q3 		$253K Buy
1,560
+142
+10% +$23.2K 0.06% 151
2021
Q2 		$219K Buy
+1,418
New +$214K 0.06% 156
2019
Q2 		– Sell
-891
Closed -$73K – 280
2019
Q1 		$73K Buy
891
+211
+31% +$17.1K 0.02% 213
2018
Q4 		$51K Buy
680
+418
+160% +$36.2K 0.02% 239
2018
Q3 		$24K Hold
262
– – 0.01% 345
2018
Q2 		$25K Hold
262
– – 0.01% 346
2018
Q1 		$25K Buy
262
+107
+69% +$10.7K 0.01% 329
2017
Q4 		$15K Buy
+155
New +$14.1K 0.01% 404

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

Legacy Financial Advisors's COF Position: Q1 2026 in Review

Legacy Financial Advisors reduced its Capital One (COF) stake by 18% in Q1 2026, selling an estimated $364K and leaving 7,914 shares worth $1.44M. The position accounts for 0.2% of the portfolio, ranked #88.

Legacy Financial Advisors first reported a position in COF in Q4 2017 and has held it in 20 quarters since. The position peaked at $2.34M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Legacy Financial Advisors held 7,914 shares of Capital One worth $1.44M as of Q1 2026.
  • Legacy Financial Advisors sold 1,741 Capital One shares in Q1 2026, an estimated $364K.
  • Capital One made up 0.2% of Legacy Financial Advisors's portfolio in Q1 2026, its #88 holding.
  • Legacy Financial Advisors first reported a position in Capital One in Q4 2017 and has held it in 20 quarters since.
  • Legacy Financial Advisors's Capital One position peaked at $2.34M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.