Power Wealth Management’s Capital One COF Stock Holding History

Power 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	$781K	Sell	4,279 -1,133	-21%	-$237K	0.29%	52
2025 Q4	$1.31M	Sell	5,412 -103	-2%	-$22.9K	0.46%	41
2025 Q3	$1.17M	Sell	5,515 -149	-3%	-$32.6K	0.43%	41
2025 Q2	$1.21M	Buy	5,664 +32	+0.6%	+$5.97K	0.46%	37
2025 Q1	$1.01M	Sell	5,632 -263	-4%	-$49.7K	0.41%	43
2024 Q4	$1.05M	Sell	5,895 -152	-3%	-$26.3K	0.44%	46
2024 Q3	$905K	Buy	6,047 +647	+12%	+$92.1K	0.39%	49
2024 Q2	$748K	Buy	5,400 +3,318	+159%	+$465K	0.36%	57
2024 Q1	$310K	Buy	+2,082	New	+$282K	0.19%	77

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

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

Power Wealth Management reduced its Capital One (COF) stake by 21% in Q1 2026, selling an estimated $237K and leaving 4,279 shares worth $781K. The position accounts for 0.29% of the portfolio, ranked #52.

Power Wealth Management first reported a position in COF in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.31M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Power Wealth Management held 4,279 shares of Capital One worth $781K as of Q1 2026.
Power Wealth Management sold 1,133 Capital One shares in Q1 2026, an estimated $237K.
Capital One made up 0.29% of Power Wealth Management's portfolio in Q1 2026, its #52 holding.
Power Wealth Management first reported a position in Capital One in Q1 2024 and has held it in 9 quarters since.
Power Wealth Management's Capital One position peaked at $1.31M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Power Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.