OF
COF icon

Optimize Financial’s Capital One COF Stock Holding History

Optimize Financial’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 		$463K Buy
+2,537
New +$531K 0.23% 129

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

Optimize Financial's COF Position: Q1 2026 in Review

Optimize Financial opened a new position in Capital One (COF) in Q1 2026: 2,537 shares worth $463K. The stake represents 0.23% of the portfolio and ranks #129 among its holdings.

2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Optimize Financial held 2,537 shares of Capital One worth $463K as of Q1 2026.
  • Capital One was a new Optimize Financial position in Q1 2026.
  • Capital One made up 0.23% of Optimize Financial's portfolio in Q1 2026, its #129 holding.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Optimize Financial's 13F filing for Q1 2026, filed 12 May 2026.