One Wealth Advisors’s Capital One COF Stock Holding History

One 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	$544K	Hold	2,982	–	–	0.07%	160
2025 Q4	$723K	Hold	2,982	–	–	0.09%	123
2025 Q3	$634K	Sell	2,982 -17	-0.6%	-$3.72K	0.08%	136
2025 Q2	$638K	Buy	2,999 +1,064	+55%	+$199K	0.09%	136
2025 Q1	$347K	Buy	1,935 +229	+13%	+$43.3K	0.05%	190
2024 Q4	$304K	Buy	1,706 +10	+0.6%	+$1.73K	0.05%	187
2024 Q3	$254K	Buy	1,696 +1	+0.1%	+$142	0.04%	224
2024 Q2	$229K	Buy	+1,695	New	+$238K	0.05%	202
2018 Q4	–	Sell	-56	Closed	-$5K	–	176
2018 Q3	$5K	Hold	56	–	–	﹤0.01%	387
2018 Q2	$5K	Buy	+56	New	+$5.3K	﹤0.01%	386
2018 Q1	–	Sell	-56	Closed	-$6K	–	524
2017 Q4	$6K	Buy	+56	New	+$5.11K	﹤0.01%	382

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

One Wealth Advisors's COF Position: Q1 2026 in Review

One Wealth Advisors held its Capital One (COF) position steady in Q1 2026 at 2,982 shares worth $544K. The position accounts for 0.07% of the portfolio, ranked #160.

One Wealth Advisors first reported a position in COF in Q4 2017 and has held it in 11 quarters since. The position peaked at $723K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

One Wealth Advisors held 2,982 shares of Capital One worth $544K as of Q1 2026.
One Wealth Advisors left its Capital One share count unchanged in Q1 2026.
Capital One made up 0.07% of One Wealth Advisors's portfolio in Q1 2026, its #160 holding.
One Wealth Advisors first reported a position in Capital One in Q4 2017 and has held it in 11 quarters since.
One Wealth Advisors's Capital One position peaked at $723K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on One Wealth Advisors's 13F filing for Q1 2026, filed 21 Apr 2026.