MAS
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MPWM Advisory Solutions’s Capital One COF Stock Holding History

MPWM Advisory Solutions’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 		$2.19K Sell
12
-6
-33% -$1.25K ﹤0.01% 480
2025
Q4 		$4.36K Sell
18
-447
-96% -$99.5K ﹤0.01% 393
2025
Q3 		$98.8K Buy
+465
New +$102K 0.06% 114

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

MPWM Advisory Solutions's COF Position: Q1 2026 in Review

MPWM Advisory Solutions reduced its Capital One (COF) stake by 33% in Q1 2026, selling an estimated $1.25K and leaving 12 shares worth $2.19K. The position accounts for ﹤0.01% of the portfolio, ranked #480.

MPWM Advisory Solutions first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $98.8K in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • MPWM Advisory Solutions held 12 shares of Capital One worth $2.19K as of Q1 2026.
  • MPWM Advisory Solutions sold 6 Capital One shares in Q1 2026, an estimated $1.25K.
  • Capital One made up ﹤0.01% of MPWM Advisory Solutions's portfolio in Q1 2026, its #480 holding.
  • MPWM Advisory Solutions first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • MPWM Advisory Solutions's Capital One position peaked at $98.8K in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on MPWM Advisory Solutions's 13F filing for Q1 2026, filed 13 May 2026.