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Medallion Wealth Advisors’s Capital One COF Stock Holding History

Medallion Wealth Advisors’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 		$279K Sell
1,527
-45
-3% -$9.41K 0.09% 201
2025
Q4 		$381K Buy
1,572
+1
+0.1% +$223 0.13% 154
2025
Q3 		$334K Hold
1,571
– – 0.12% 168
2025
Q2 		$337K Buy
1,571
+208
+15% +$38.8K 0.13% 161
2025
Q1 		$243K Buy
1,363
+43
+3% +$8.12K 0.11% 178
2024
Q4 		$236K Buy
+1,320
New +$229K 0.12% 168

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

Medallion Wealth Advisors's COF Position: Q1 2026 in Review

Medallion Wealth Advisors reduced its Capital One (COF) stake by 2.9% in Q1 2026, selling an estimated $9.41K and leaving 1,527 shares worth $279K. The position accounts for 0.09% of the portfolio, ranked #201.

Medallion Wealth Advisors first reported a position in COF in Q4 2024 and has held it in 6 quarters since. The position peaked at $381K in Q4 2025. 2,065 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Medallion Wealth Advisors held 1,527 shares of Capital One worth $279K as of Q1 2026.
  • Medallion Wealth Advisors sold 45 Capital One shares in Q1 2026, an estimated $9.41K.
  • Capital One made up 0.09% of Medallion Wealth Advisors's portfolio in Q1 2026, its #201 holding.
  • Medallion Wealth Advisors first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
  • Medallion Wealth Advisors's Capital One position peaked at $381K in Q4 2025.
  • 2,065 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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