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Oak Harbor Wealth Partners’s Capital One COF Stock Holding History

Oak Harbor Wealth Partners’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 		$805K Buy
4,414
+12
+0.3% +$2.51K 0.19% 109
2025
Q4 		$1.07M Buy
4,402
+130
+3% +$28.9K 0.26% 85
2025
Q3 		$908K Buy
4,272
+448
+12% +$98.1K 0.22% 98
2025
Q2 		$814K Buy
3,824
+837
+28% +$156K 0.22% 97
2025
Q1 		$536K Buy
+2,987
New +$564K 0.15% 113

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

Oak Harbor Wealth Partners's COF Position: Q1 2026 in Review

Oak Harbor Wealth Partners increased its Capital One (COF) stake by 0.27% in Q1 2026, buying an estimated $2.51K and bringing the position to 4,414 shares worth $805K. The position accounts for 0.19% of the portfolio, ranked #109.

Oak Harbor Wealth Partners first reported a position in COF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.07M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Oak Harbor Wealth Partners held 4,414 shares of Capital One worth $805K as of Q1 2026.
  • Oak Harbor Wealth Partners bought 12 Capital One shares in Q1 2026, an estimated $2.51K.
  • Capital One made up 0.19% of Oak Harbor Wealth Partners's portfolio in Q1 2026, its #109 holding.
  • Oak Harbor Wealth Partners first reported a position in Capital One in Q1 2025 and has held it in 5 quarters since.
  • Oak Harbor Wealth Partners's Capital One position peaked at $1.07M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.