OneDigital Investment Advisors’s Capital One COF Stock Holding History

OneDigital Investment 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	$807K	Sell	4,425 -1,669	-27%	-$349K	0.01%	761
2025 Q4	$1.48M	Sell	6,094 -372	-6%	-$82.8K	0.01%	549
2025 Q3	$1.37M	Sell	6,466 -777	-11%	-$170K	0.01%	550
2025 Q2	$1.54M	Buy	7,243 +2,956	+69%	+$552K	0.02%	509
2025 Q1	$769K	Buy	4,287 +1,213	+39%	+$229K	0.01%	695
2024 Q4	$548K	Buy	3,074 +6	+0.2%	+$1.04K	0.01%	854
2024 Q3	$459K	Buy	3,068 +217	+8%	+$30.9K	0.01%	971
2024 Q2	$395K	Buy	2,851 +425	+18%	+$59.6K	﹤0.01%	995
2024 Q1	$361K	Sell	2,426 -1,241	-34%	-$168K	0.01%	847
2023 Q4	$481K	Buy	+3,667	New	+$396K	0.01%	729
2023 Q2	–	Sell	-3,224	Closed	-$310K	–	1020
2023 Q1	$310K	Buy	+3,224	New	+$337K	0.01%	770
2021 Q3	–	Sell	-1,623	Closed	-$251K	–	773
2021 Q2	$251K	Buy	+1,623	New	+$245K	0.01%	608

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

OneDigital Investment Advisors's COF Position: Q1 2026 in Review

OneDigital Investment Advisors reduced its Capital One (COF) stake by 27% in Q1 2026, selling an estimated $349K and leaving 4,425 shares worth $807K. The position accounts for 0.01% of the portfolio, ranked #761.

OneDigital Investment Advisors first reported a position in COF in Q2 2021 and has held it in 12 quarters since. The position peaked at $1.54M in Q2 2025. 2,065 funds tracked by Wall St. Rank hold COF as of Q1 2026.

OneDigital Investment Advisors held 4,425 shares of Capital One worth $807K as of Q1 2026.
OneDigital Investment Advisors sold 1,669 Capital One shares in Q1 2026, an estimated $349K.
Capital One made up 0.01% of OneDigital Investment Advisors's portfolio in Q1 2026, its #761 holding.
OneDigital Investment Advisors first reported a position in Capital One in Q2 2021 and has held it in 12 quarters since.
OneDigital Investment Advisors's Capital One position peaked at $1.54M in Q2 2025.
2,065 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on OneDigital Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.