Pacific Capital Wealth Advisors’s Capital One COF Stock Holding History

Pacific Capital 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
2025 Q1	–	Sell	-811	Closed	-$145K	–	143
2024 Q4	$145K	Sell	811 -4	-0.5%	-$692	0.02%	98
2024 Q3	$122K	Sell	815 -135	-14%	-$19.2K	0.02%	103
2024 Q2	$132K	Buy	950 +89	+10%	+$12.5K	0.02%	94
2024 Q1	$128K	Hold	861	–	–	0.03%	85
2023 Q4	$113K	Buy	+861	New	+$92.9K	0.03%	89

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pacific Capital Wealth Advisors's COF Position: Q1 2025 in Review

Pacific Capital Wealth Advisors sold out of Capital One (COF) in Q1 2025, closing a stake of 811 shares — an estimated $145K sold.

Pacific Capital Wealth Advisors first reported a position in COF in Q4 2023 and held it in 5 quarters. The position peaked at $145K in Q4 2024. 1,400 funds tracked by Wall St. Rank hold COF as of Q1 2025.

Pacific Capital Wealth Advisors reported no remaining Capital One position as of Q1 2025 after selling out during the quarter.
Pacific Capital Wealth Advisors sold 811 Capital One shares in Q1 2025, an estimated $145K.
Pacific Capital Wealth Advisors first reported a position in Capital One in Q4 2023 and held it in 5 quarters.
Pacific Capital Wealth Advisors's Capital One position peaked at $145K in Q4 2024.
1,400 funds tracked by Wall St. Rank held Capital One as of Q1 2025.

Based on Pacific Capital Wealth Advisors's 13F filing for Q1 2025, filed 18 Apr 2025.