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Legacy Wealth Partners (Colorado)’s Capital One COF Stock Holding History

Legacy Wealth Partners (Colorado)’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
-929
Closed -$225K – 180
2025
Q4 		$225K Buy
+929
New +$207K 0.06% 162

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JP Morgan Chase
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Geode Capital Management
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Franklin Resources
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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

Legacy Wealth Partners (Colorado)'s COF Position: Q1 2026 in Review

Legacy Wealth Partners (Colorado) sold out of Capital One (COF) in Q1 2026, closing a stake of 929 shares — an estimated $225K sold.

Legacy Wealth Partners (Colorado) first reported a position in COF in Q4 2025 and held it in 1 quarter. The position peaked at $225K in Q4 2025. 2,078 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Legacy Wealth Partners (Colorado) reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Partners (Colorado) sold 929 Capital One shares in Q1 2026, an estimated $225K.
  • Legacy Wealth Partners (Colorado) first reported a position in Capital One in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Partners (Colorado)'s Capital One position peaked at $225K in Q4 2025.
  • 2,078 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Legacy Wealth Partners (Colorado)'s 13F filing for Q1 2026, filed 17 Apr 2026.