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Premier Path Wealth Partners’s Capital One COF Stock Holding History

Premier Path 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 		$1.44M Buy
7,897
+475
+6% +$99.4K 0.19% 119
2025
Q4 		$1.8M Buy
7,422
+351
+5% +$78.1K 0.23% 92
2025
Q3 		$1.5M Buy
7,071
+368
+5% +$80.6K 0.19% 113
2025
Q2 		$1.43M Buy
6,703
+2,415
+56% +$451K 0.2% 119
2025
Q1 		$769K Buy
4,288
+300
+8% +$56.7K 0.12% 186
2024
Q4 		$711K Buy
3,988
+50
+1% +$8.66K 0.11% 188
2024
Q3 		$590K Buy
3,938
+305
+8% +$43.4K 0.09% 214
2024
Q2 		$503K Buy
3,633
+136
+4% +$19.1K 0.09% 223
2024
Q1 		$521K Sell
3,497
-68
-2% -$9.21K 0.1% 204
2023
Q4 		$447K Buy
+3,565
New +$385K 0.1% 203

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

Premier Path Wealth Partners's COF Position: Q1 2026 in Review

Premier Path Wealth Partners increased its Capital One (COF) stake by 6.4% in Q1 2026, buying an estimated $99.4K and bringing the position to 7,897 shares worth $1.44M. The position accounts for 0.19% of the portfolio, ranked #119.

Premier Path Wealth Partners first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.8M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Premier Path Wealth Partners held 7,897 shares of Capital One worth $1.44M as of Q1 2026.
  • Premier Path Wealth Partners bought 475 Capital One shares in Q1 2026, an estimated $99.4K.
  • Capital One made up 0.19% of Premier Path Wealth Partners's portfolio in Q1 2026, its #119 holding.
  • Premier Path Wealth Partners first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
  • Premier Path Wealth Partners's Capital One position peaked at $1.8M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Premier Path Wealth Partners's 13F filing for Q1 2026, filed 23 Apr 2026.