Livet Wealth’s Capital One COF Stock Holding History

Livet Wealth’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	$232K	Buy	1,274 +354	+38%	+$74K	0.15%	101
2025 Q4	$223K	Buy	+920	New	+$205K	0.14%	103

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

Livet Wealth's COF Position: Q1 2026 in Review

Livet Wealth increased its Capital One (COF) stake by 38% in Q1 2026, buying an estimated $74K and bringing the position to 1,274 shares worth $232K. The position accounts for 0.15% of the portfolio, ranked #101.

Livet Wealth first reported a position in COF in Q4 2025 and has held it in 2 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Livet Wealth held 1,274 shares of Capital One worth $232K as of Q1 2026.
Livet Wealth bought 354 Capital One shares in Q1 2026, an estimated $74K.
Capital One made up 0.15% of Livet Wealth's portfolio in Q1 2026, its #101 holding.
Livet Wealth first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Livet Wealth's 13F filing for Q1 2026, filed 24 Apr 2026.