PWM
COF icon

Pines Wealth Management’s Capital One COF Stock Holding History

Pines Wealth Management’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 		$259K Sell
1,417
-127
-8% -$26.6K 0.08% 191
2025
Q4 		$374K Sell
1,544
-191
-11% -$42.5K 0.12% 153
2025
Q3 		$369K Sell
1,735
-161
-8% -$35.2K 0.12% 162
2025
Q2 		$419K Buy
1,896
+245
+15% +$45.7K 0.15% 146
2025
Q1 		$252K Sell
1,651
-104
-6% -$19.6K 0.12% 171
2024
Q4 		$308K Buy
+1,755
New +$304K 0.13% 157

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

Pines Wealth Management's COF Position: Q1 2026 in Review

Pines Wealth Management reduced its Capital One (COF) stake by 8.2% in Q1 2026, selling an estimated $26.6K and leaving 1,417 shares worth $259K. The position accounts for 0.08% of the portfolio, ranked #191.

Pines Wealth Management first reported a position in COF in Q4 2024 and has held it in 6 quarters since. The position peaked at $419K in Q2 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Pines Wealth Management held 1,417 shares of Capital One worth $259K as of Q1 2026.
  • Pines Wealth Management sold 127 Capital One shares in Q1 2026, an estimated $26.6K.
  • Capital One made up 0.08% of Pines Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Pines Wealth Management first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
  • Pines Wealth Management's Capital One position peaked at $419K in Q2 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Pines Wealth Management's 13F filing for Q1 2026, filed 8 Apr 2026.