Measured Wealth Private Client Group’s Capital One COF Stock Holding History

Measured Wealth Private Client 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
2026 Q1	$18.6K	Hold	102	–	–	0.01%	489
2025 Q4	$24.7K	Sell	102 -7	-6%	-$1.56K	0.01%	428
2025 Q3	$23.2K	Buy	+109	New	+$23.9K	0.01%	444
2019 Q3	–	Sell	-5,340	Closed	-$485K	–	154
2019 Q2	$485K	Sell	5,340 -2,520	-32%	-$225K	0.28%	66
2019 Q1	$642K	Buy	+7,860	New	+$639K	0.4%	48
2018 Q4	–	Sell	-4,010	Closed	-$382K	–	220
2018 Q3	$382K	Buy	4,010 +20	+0.5%	+$1.95K	0.23%	78
2018 Q2	$366K	Buy	+3,990	New	+$378K	0.3%	70

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

Measured Wealth Private Client Group's COF Position: Q1 2026 in Review

Measured Wealth Private Client Group held its Capital One (COF) position steady in Q1 2026 at 102 shares worth $18.6K. The position accounts for 0.01% of the portfolio, ranked #489.

Measured Wealth Private Client Group first reported a position in COF in Q2 2018 and has held it in 7 quarters since. The position peaked at $642K in Q1 2019. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Measured Wealth Private Client Group held 102 shares of Capital One worth $18.6K as of Q1 2026.
Measured Wealth Private Client Group left its Capital One share count unchanged in Q1 2026.
Capital One made up 0.01% of Measured Wealth Private Client Group's portfolio in Q1 2026, its #489 holding.
Measured Wealth Private Client Group first reported a position in Capital One in Q2 2018 and has held it in 7 quarters since.
Measured Wealth Private Client Group's Capital One position peaked at $642K in Q1 2019.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q1 2026, filed 13 May 2026.