LPL Financial
COF icon

LPL Financial’s Capital One COF Stock Holding History

LPL Financial’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
-1,100
Closed -$267K – 6021
2025
Q4 		$267K Buy
+1,100
New +$245K ﹤0.01% 5238

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

LPL Financial's COF Position: Q1 2026 in Review

LPL Financial increased its Capital One (COF) stake by 3.1% in Q1 2026, buying an estimated $4.07M and bringing the position to 638,791 shares worth $117M. The position accounts for 0.03% of the portfolio, ranked #519.

LPL Financial first reported a position in COF in Q2 2013 and has held it in 52 quarters since. The position peaked at $150M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • LPL Financial held 638,791 shares of Capital One worth $117M as of Q1 2026.
  • LPL Financial bought 19,462 Capital One shares in Q1 2026, an estimated $4.07M.
  • Capital One made up 0.03% of LPL Financial's portfolio in Q1 2026, its #519 holding.
  • LPL Financial first reported a position in Capital One in Q2 2013 and has held it in 52 quarters since.
  • LPL Financial's Capital One position peaked at $150M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.