PWP
COF icon

Principle Wealth Partners’s Capital One COF Stock Holding History

Principle 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 		$248K Hold
1,362
– – 0.01% 336
2025
Q4 		$330K Buy
1,362
+118
+9% +$26.3K 0.02% 298
2025
Q3 		$265K Sell
1,244
-60
-5% -$13.1K 0.02% 325
2025
Q2 		$278K Buy
+1,304
New +$243K 0.02% 323
2020
Q3 		– Sell
-175
Closed -$11K – 208
2020
Q2 		$11K Buy
+175
New +$10.9K ﹤0.01% 399

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

Principle Wealth Partners's COF Position: Q1 2026 in Review

Principle Wealth Partners held its Capital One (COF) position steady in Q1 2026 at 1,362 shares worth $248K. The position accounts for 0.01% of the portfolio, ranked #336.

Principle Wealth Partners first reported a position in COF in Q2 2020 and has held it in 5 quarters since. The position peaked at $330K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Principle Wealth Partners held 1,362 shares of Capital One worth $248K as of Q1 2026.
  • Principle Wealth Partners left its Capital One share count unchanged in Q1 2026.
  • Capital One made up 0.01% of Principle Wealth Partners's portfolio in Q1 2026, its #336 holding.
  • Principle Wealth Partners first reported a position in Capital One in Q2 2020 and has held it in 5 quarters since.
  • Principle Wealth Partners's Capital One position peaked at $330K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Principle Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.