Morton Brown Family Wealth’s Capital One COF Stock Holding History

Morton Brown Family Wealth’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 Q3	–	Sell	-22	Closed	-$4.68K	–	280
2025 Q2	$4.68K	Hold	22	–	–	﹤0.01%	238
2025 Q1	$3.94K	Buy	+22	New	+$4.16K	﹤0.01%	250

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Morton Brown Family Wealth's COF Position: Q3 2025 in Review

Morton Brown Family Wealth sold out of Capital One (COF) in Q3 2025, closing a stake of 22 shares — an estimated $4.68K sold.

Morton Brown Family Wealth first reported a position in COF in Q1 2025 and held it in 2 quarters. The position peaked at $4.68K in Q2 2025. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

Morton Brown Family Wealth reported no remaining Capital One position as of Q3 2025 after selling out during the quarter.
Morton Brown Family Wealth sold 22 Capital One shares in Q3 2025, an estimated $4.68K.
Morton Brown Family Wealth first reported a position in Capital One in Q1 2025 and held it in 2 quarters.
Morton Brown Family Wealth's Capital One position peaked at $4.68K in Q2 2025.
1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Morton Brown Family Wealth's 13F filing for Q3 2025, filed 21 Oct 2025.