Pinion Investment Advisors’s Capital One COF Stock Holding History

Pinion Investment 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
2026 Q1	$373K	Buy	2,045 +403	+25%	+$84.3K	0.09%	128
2025 Q4	$398K	Buy	1,642 +12	+0.7%	+$2.67K	0.1%	120
2025 Q3	$367K	Sell	1,630 -18	-1%	-$3.94K	0.1%	123
2025 Q2	$351K	Sell	1,648 -59	-3%	-$11K	0.12%	117
2025 Q1	$306K	Buy	1,707 +19	+1%	+$3.59K	0.07%	123
2024 Q4	$301K	Buy	1,688 +65	+4%	+$11.3K	0.12%	123
2024 Q3	$243K	Buy	1,623 +82	+5%	+$11.7K	0.1%	145
2024 Q2	$213K	Buy	+1,541	New	+$216K	0.11%	137

Other funds holding COF

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Pinion Investment Advisors's COF Position: Q1 2026 in Review

Pinion Investment Advisors increased its Capital One (COF) stake by 25% in Q1 2026, buying an estimated $84.3K and bringing the position to 2,045 shares worth $373K. The position accounts for 0.09% of the portfolio, ranked #128.

Pinion Investment Advisors first reported a position in COF in Q2 2024 and has held it in 8 quarters since. The position peaked at $398K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Pinion Investment Advisors held 2,045 shares of Capital One worth $373K as of Q1 2026.
Pinion Investment Advisors bought 403 Capital One shares in Q1 2026, an estimated $84.3K.
Capital One made up 0.09% of Pinion Investment Advisors's portfolio in Q1 2026, its #128 holding.
Pinion Investment Advisors first reported a position in Capital One in Q2 2024 and has held it in 8 quarters since.
Pinion Investment Advisors's Capital One position peaked at $398K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Pinion Investment Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.