MinichMacGregor Wealth Management’s Capital One COF Stock Holding History

MinichMacGregor 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
2025 Q4	–	Sell	-1,733	Closed	-$369K	–	140
2025 Q3	$369K	Buy	+1,733	New	+$379K	0.07%	98
2023 Q1	–	Sell	-97	Closed	-$9.04K	–	197
2022 Q4	$9.04K	Buy	+97	New	+$9.54K	﹤0.01%	422
2019 Q1	–	Sell	-15,155	Closed	-$1.28M	–	61
2018 Q4	$1.28M	Buy	15,155 +15,065	+16,739%	+$1.3M	0.88%	44
2018 Q3	$8K	Hold	90	–	–	0.01%	332
2018 Q2	$8K	Sell	90 -32	-26%	-$3.03K	0.01%	331
2018 Q1	$11K	Buy	122 +33	+37%	+$3.29K	0.01%	290
2017 Q4	$8K	Hold	89	–	–	0.01%	323
2017 Q3	$7K	Buy	89 +1	+1%	+$82	0.01%	318
2017 Q2	$7K	Hold	88	–	–	0.01%	312
2017 Q1	$7K	Hold	88	–	–	0.01%	313
2016 Q4	$7K	Buy	88 +1	+1%	+$81	0.01%	308
2016 Q3	$6K	Hold	87	–	–	0.01%	323
2016 Q2	$5K	Buy	87 +1	+1%	+$70	﹤0.01%	321
2016 Q1	$6K	Sell	86 -27	-24%	-$1.78K	0.01%	298
2015 Q4	$9K	Buy	+113	New	+$8.65K	0.01%	241

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

MinichMacGregor Wealth Management's COF Position: Q4 2025 in Review

MinichMacGregor Wealth Management sold out of Capital One (COF) in Q4 2025, closing a stake of 1,733 shares — an estimated $369K sold.

MinichMacGregor Wealth Management first reported a position in COF in Q4 2015 and held it in 15 quarters. The position peaked at $1.28M in Q4 2018. 2,205 funds tracked by Wall St. Rank hold COF as of Q4 2025.

MinichMacGregor Wealth Management reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
MinichMacGregor Wealth Management sold 1,733 Capital One shares in Q4 2025, an estimated $369K.
MinichMacGregor Wealth Management first reported a position in Capital One in Q4 2015 and held it in 15 quarters.
MinichMacGregor Wealth Management's Capital One position peaked at $1.28M in Q4 2018.
2,205 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2025, filed 17 Feb 2026.