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Perfromance Wealth Partners’s Capital One COF Stock Holding History

Perfromance 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 		$400K Buy
2,194
+15
+0.7% +$3.14K 0.01% 142
2025
Q4 		$528K Buy
2,179
+2
+0.1% +$445 0.01% 120
2025
Q3 		$463K Buy
2,177
+115
+6% +$25.2K 0.01% 126
2025
Q2 		$439K Buy
+2,062
New +$385K 0.01% 116

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

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

Perfromance Wealth Partners increased its Capital One (COF) stake by 0.69% in Q1 2026, buying an estimated $3.14K and bringing the position to 2,194 shares worth $400K. The position accounts for 0.01% of the portfolio, ranked #142.

Perfromance Wealth Partners first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $528K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Perfromance Wealth Partners held 2,194 shares of Capital One worth $400K as of Q1 2026.
  • Perfromance Wealth Partners bought 15 Capital One shares in Q1 2026, an estimated $3.14K.
  • Capital One made up 0.01% of Perfromance Wealth Partners's portfolio in Q1 2026, its #142 holding.
  • Perfromance Wealth Partners first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Perfromance Wealth Partners's Capital One position peaked at $528K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Perfromance Wealth Partners's 13F filing for Q1 2026, filed 10 Apr 2026.