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 Q3	$19.7K	Hold	102	–	–	﹤0.01%	454
2026 Q2	$20.4K	Hold	102	–	–	﹤0.01%	480
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%	+$1.94K	0.23%	78
2018 Q2	$366K	Buy	+3,990	New	+$378K	0.3%	70

Other funds holding COF

BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Measured Wealth Private Client Group's COF Position: Q3 2026 in Review

Measured Wealth Private Client Group held its Capital One (COF) position steady in Q3 2026 at 102 shares worth $19.7K. The position accounts for ﹤0.01% of the portfolio, ranked #454.

Measured Wealth Private Client Group first reported a position in COF in Q2 2018 and has held it in 9 quarters since. The position peaked at $642K in Q1 2019. 1,761 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Measured Wealth Private Client Group held 102 shares of Capital One worth $19.7K as of Q3 2026.
Measured Wealth Private Client Group left its Capital One share count unchanged in Q3 2026.
Capital One made up ﹤0.01% of Measured Wealth Private Client Group's portfolio in Q3 2026, its #454 holding.
Measured Wealth Private Client Group first reported a position in Capital One in Q2 2018 and has held it in 9 quarters since.
Measured Wealth Private Client Group's Capital One position peaked at $642K in Q1 2019.
1,761 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2026, filed 10 Nov 2026.