NW
COF icon

NewEdge Wealth’s Capital One COF Stock Holding History

NewEdge 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
2026
Q1 		$1.1M Sell
6,003
-5,159
-46% -$1.08M 0.01% 598
2025
Q4 		$2.71M Buy
11,162
+5,069
+83% +$1.13M 0.03% 372
2025
Q3 		$1.35M Buy
6,093
+814
+15% +$178K 0.02% 491
2025
Q2 		$1.09M Buy
5,279
+365
+7% +$68.1K 0.02% 509
2025
Q1 		$881K Buy
4,914
+424
+9% +$80.1K 0.02% 504
2024
Q4 		$801K Buy
4,490
+1,691
+60% +$293K 0.01% 531
2024
Q3 		$419K Buy
2,799
+1,277
+84% +$182K 0.01% 659
2024
Q2 		$211K Sell
1,522
-365
-19% -$51.2K ﹤0.01% 721
2024
Q1 		$268K Buy
+1,887
New +$256K 0.01% 688

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

NewEdge Wealth's COF Position: Q1 2026 in Review

NewEdge Wealth reduced its Capital One (COF) stake by 46% in Q1 2026, selling an estimated $1.08M and leaving 6,003 shares worth $1.1M. The position accounts for 0.01% of the portfolio, ranked #598.

NewEdge Wealth first reported a position in COF in Q1 2024 and has held it in 9 quarters since. The position peaked at $2.71M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • NewEdge Wealth held 6,003 shares of Capital One worth $1.1M as of Q1 2026.
  • NewEdge Wealth sold 5,159 Capital One shares in Q1 2026, an estimated $1.08M.
  • Capital One made up 0.01% of NewEdge Wealth's portfolio in Q1 2026, its #598 holding.
  • NewEdge Wealth first reported a position in Capital One in Q1 2024 and has held it in 9 quarters since.
  • NewEdge Wealth's Capital One position peaked at $2.71M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on NewEdge Wealth's 13F filing for Q1 2026, filed 13 May 2026.