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ORG Wealth Partners’s Capital One COF Stock Holding History

ORG 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 		$27.9K Hold
153
– – 0.01% 377
2025
Q4 		$37.1K Sell
153
-778
-84% -$173K 0.01% 341
2025
Q3 		$198K Buy
931
+304
+48% +$66.6K 0.04% 201
2025
Q2 		$135K Buy
627
+111
+22% +$20.7K 0.03% 207
2025
Q1 		$92K Buy
+516
New +$97.5K 0.03% 280

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

ORG Wealth Partners's COF Position: Q1 2026 in Review

ORG Wealth Partners held its Capital One (COF) position steady in Q1 2026 at 153 shares worth $27.9K. The position accounts for 0.01% of the portfolio, ranked #377.

ORG Wealth Partners first reported a position in COF in Q1 2025 and has held it in 5 quarters since. The position peaked at $198K in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • ORG Wealth Partners held 153 shares of Capital One worth $27.9K as of Q1 2026.
  • ORG Wealth Partners left its Capital One share count unchanged in Q1 2026.
  • Capital One made up 0.01% of ORG Wealth Partners's portfolio in Q1 2026, its #377 holding.
  • ORG Wealth Partners first reported a position in Capital One in Q1 2025 and has held it in 5 quarters since.
  • ORG Wealth Partners's Capital One position peaked at $198K in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on ORG Wealth Partners's 13F filing for Q1 2026, filed 28 Apr 2026.