Pinnacle Wealth Management Advisory Group’s Capital One COF Stock Holding History

Pinnacle Wealth Management Advisory Group’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	$533K	Sell	2,922 -2,426	-45%	-$507K	0.04%	265
2025 Q4	$1.3M	Buy	5,348 +2,513	+89%	+$559K	0.09%	144
2025 Q3	$603K	Sell	2,835 -6	-0.2%	-$1.31K	0.05%	202
2025 Q2	$604K	Buy	2,841 +710	+33%	+$132K	0.05%	196
2025 Q1	$382K	Sell	2,131 -7	-0.3%	-$1.32K	0.04%	245
2024 Q4	$381K	Sell	2,138 -97	-4%	-$16.8K	0.04%	244
2024 Q3	$335K	Sell	2,235 -8	-0.4%	-$1.14K	0.03%	259
2024 Q2	$311K	Sell	2,243 -21	-0.9%	-$2.95K	0.03%	262
2024 Q1	$337K	Sell	2,264 -82	-3%	-$11.1K	0.04%	239
2023 Q4	$308K	Buy	+2,346	New	+$253K	0.04%	237

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

Pinnacle Wealth Management Advisory Group's COF Position: Q1 2026 in Review

Pinnacle Wealth Management Advisory Group reduced its Capital One (COF) stake by 45% in Q1 2026, selling an estimated $507K and leaving 2,922 shares worth $533K. The position accounts for 0.04% of the portfolio, ranked #265.

Pinnacle Wealth Management Advisory Group first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.3M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Pinnacle Wealth Management Advisory Group held 2,922 shares of Capital One worth $533K as of Q1 2026.
Pinnacle Wealth Management Advisory Group sold 2,426 Capital One shares in Q1 2026, an estimated $507K.
Capital One made up 0.04% of Pinnacle Wealth Management Advisory Group's portfolio in Q1 2026, its #265 holding.
Pinnacle Wealth Management Advisory Group first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Pinnacle Wealth Management Advisory Group's Capital One position peaked at $1.3M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Pinnacle Wealth Management Advisory Group's 13F filing for Q1 2026, filed 21 Apr 2026.