PAS
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Parsonex Advisory Services’s Capital One COF Stock Holding History

Parsonex Advisory Services’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 		– Sell
-1,042
Closed -$253K – 69
2025
Q4 		$253K Sell
1,042
-11
-1% -$2.45K 0.16% 88
2025
Q3 		$224K Buy
+1,053
New +$231K 0.15% 93

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JP Morgan Chase
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Geode Capital Management
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Franklin Resources
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Parsonex Advisory Services's COF Position: Q1 2026 in Review

Parsonex Advisory Services sold out of Capital One (COF) in Q1 2026, closing a stake of 1,042 shares — an estimated $253K sold.

Parsonex Advisory Services first reported a position in COF in Q3 2025 and held it in 2 quarters. The position peaked at $253K in Q4 2025. 2,075 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Parsonex Advisory Services reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Parsonex Advisory Services sold 1,042 Capital One shares in Q1 2026, an estimated $253K.
  • Parsonex Advisory Services first reported a position in Capital One in Q3 2025 and held it in 2 quarters.
  • Parsonex Advisory Services's Capital One position peaked at $253K in Q4 2025.
  • 2,075 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Parsonex Advisory Services's 13F filing for Q1 2026, filed 12 May 2026.