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Lockerman Financial Group’s Capital One COF Stock Holding History

Lockerman Financial Group’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
2025
Q4 		– Sell
-1,895
Closed -$403K – 89
2025
Q3 		$403K Buy
1,895
+95
+5% +$20.8K 0.51% 53
2025
Q2 		$383K Hold
1,800
– – 0.52% 62
2025
Q1 		$323K Hold
1,800
– – 0.49% 70
2024
Q4 		$321K Hold
1,800
– – 0.55% 59
2024
Q3 		$270K Hold
1,800
– – 0.46% 83
2024
Q2 		$249K Buy
+1,800
New +$253K 0.45% 86

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Lockerman Financial Group's COF Position: Q4 2025 in Review

Lockerman Financial Group sold out of Capital One (COF) in Q4 2025, closing a stake of 1,895 shares — an estimated $403K sold.

Lockerman Financial Group first reported a position in COF in Q2 2024 and held it in 6 quarters. The position peaked at $403K in Q3 2025. 2,208 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Lockerman Financial Group reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
  • Lockerman Financial Group sold 1,895 Capital One shares in Q4 2025, an estimated $403K.
  • Lockerman Financial Group first reported a position in Capital One in Q2 2024 and held it in 6 quarters.
  • Lockerman Financial Group's Capital One position peaked at $403K in Q3 2025.
  • 2,208 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Lockerman Financial Group's 13F filing for Q4 2025, filed 21 Jan 2026.