Private Wealth Management Group’s Capital One COF Stock Holding History

Private Wealth Management 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	$59.7K	Buy	327 +70	+27%	+$14.6K	0.02%	173
2025 Q4	$62.3K	Hold	257	–	–	0.02%	169
2025 Q3	$54.6K	Hold	257	–	–	0.02%	182
2025 Q2	$54.7K	Buy	257 +99	+63%	+$18.5K	0.02%	158
2025 Q1	$28.3K	Hold	158	–	–	0.01%	239
2024 Q4	$28.2K	Hold	158	–	–	0.01%	241
2024 Q3	$23.7K	Hold	158	–	–	0.01%	257
2024 Q2	$21.9K	Hold	158	–	–	0.01%	263
2024 Q1	$23.5K	Hold	158	–	–	0.01%	242
2023 Q4	$20.7K	Buy	+158	New	+$17K	0.01%	263

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

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

Private Wealth Management Group increased its Capital One (COF) stake by 27% in Q1 2026, buying an estimated $14.6K and bringing the position to 327 shares worth $59.7K. The position accounts for 0.02% of the portfolio, ranked #173.

Private Wealth Management Group first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $62.3K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Private Wealth Management Group held 327 shares of Capital One worth $59.7K as of Q1 2026.
Private Wealth Management Group bought 70 Capital One shares in Q1 2026, an estimated $14.6K.
Capital One made up 0.02% of Private Wealth Management Group's portfolio in Q1 2026, its #173 holding.
Private Wealth Management Group first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Private Wealth Management Group's Capital One position peaked at $62.3K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Private Wealth Management Group's 13F filing for Q1 2026, filed 23 Apr 2026.