Moss Adams Wealth Advisors’s Capital One COF Stock Holding History

Moss Adams 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	$361K	Buy	1,979 +149	+8%	+$31.2K	0.03%	184
2025 Q4	$444K	Buy	1,830 +10	+0.5%	+$2.23K	0.03%	145
2025 Q3	$387K	Sell	1,820 -100	-5%	-$21.9K	0.03%	159
2025 Q2	$409K	Buy	1,920 +783	+69%	+$146K	0.04%	149
2025 Q1	$204K	Buy	+1,137	New	+$215K	0.02%	208

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

Moss Adams Wealth Advisors's COF Position: Q1 2026 in Review

Moss Adams Wealth Advisors increased its Capital One (COF) stake by 8.1% in Q1 2026, buying an estimated $31.2K and bringing the position to 1,979 shares worth $361K. The position accounts for 0.03% of the portfolio, ranked #184.

Moss Adams Wealth Advisors first reported a position in COF in Q1 2025 and has held it in 5 quarters since. The position peaked at $444K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Moss Adams Wealth Advisors held 1,979 shares of Capital One worth $361K as of Q1 2026.
Moss Adams Wealth Advisors bought 149 Capital One shares in Q1 2026, an estimated $31.2K.
Capital One made up 0.03% of Moss Adams Wealth Advisors's portfolio in Q1 2026, its #184 holding.
Moss Adams Wealth Advisors first reported a position in Capital One in Q1 2025 and has held it in 5 quarters since.
Moss Adams Wealth Advisors's Capital One position peaked at $444K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Moss Adams Wealth Advisors's 13F filing for Q1 2026, filed 23 Apr 2026.