Meridian Wealth Management’s Capital One COF Stock Holding History

Meridian Wealth Management’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	$379K	Buy	2,078 +48	+2%	+$10K	0.01%	592
2025 Q4	$492K	Sell	2,030 -7,374	-78%	-$1.64M	0.02%	503
2025 Q3	$2M	Buy	9,404 +7,241	+335%	+$1.59M	0.08%	216
2025 Q2	$460K	Buy	+2,163	New	+$404K	0.02%	467
2022 Q3	–	Sell	-15,794	Closed	-$1.65M	–	508
2022 Q2	$1.65M	Buy	15,794 +11,176	+242%	+$1.37M	0.13%	167
2022 Q1	$606K	Buy	4,618 +12	+0.3%	+$1.75K	0.07%	212
2021 Q4	$668K	Buy	4,606 +300	+7%	+$46.3K	0.07%	204
2021 Q3	$697K	Buy	4,306 +76	+2%	+$12.4K	0.09%	187
2021 Q2	$654K	Buy	+4,230	New	+$638K	0.08%	191
2019 Q3	–	Sell	-1,565	Closed	-$1.42K	–	250
2019 Q2	$1.42K	Buy	+1,565	New	+$140K	0.06%	244

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

Meridian Wealth Management's COF Position: Q1 2026 in Review

Meridian Wealth Management increased its Capital One (COF) stake by 2.4% in Q1 2026, buying an estimated $10K and bringing the position to 2,078 shares worth $379K. The position accounts for 0.01% of the portfolio, ranked #592.

Meridian Wealth Management first reported a position in COF in Q2 2019 and has held it in 10 quarters since. The position peaked at $2M in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Meridian Wealth Management held 2,078 shares of Capital One worth $379K as of Q1 2026.
Meridian Wealth Management bought 48 Capital One shares in Q1 2026, an estimated $10K.
Capital One made up 0.01% of Meridian Wealth Management's portfolio in Q1 2026, its #592 holding.
Meridian Wealth Management first reported a position in Capital One in Q2 2019 and has held it in 10 quarters since.
Meridian Wealth Management's Capital One position peaked at $2M in Q3 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.