Quotient Wealth Partners’s Capital One COF Stock Holding History

Quotient 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	$767K	Buy	4,205 +38	+0.9%	+$7.95K	0.02%	143
2025 Q4	$1.01M	Sell	4,167 -58	-1%	-$12.9K	0.03%	119
2025 Q3	$898K	Sell	4,225 -240	-5%	-$52.5K	0.02%	124
2025 Q2	$950K	Buy	4,465 +740	+20%	+$138K	0.03%	118
2025 Q1	$668K	Sell	3,725 -356	-9%	-$67.2K	0.02%	148
2024 Q4	$728K	Sell	4,081 -630	-13%	-$109K	0.02%	133
2024 Q3	$705K	Sell	4,711 -69	-1%	-$9.82K	0.02%	140
2024 Q2	$662K	Buy	4,780 +1,781	+59%	+$250K	0.02%	140
2024 Q1	$447K	Buy	2,999 +1,232	+70%	+$167K	0.02%	184
2023 Q4	$232K	Buy	+1,767	New	+$191K	0.01%	252

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

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

Quotient Wealth Partners increased its Capital One (COF) stake by 0.91% in Q1 2026, buying an estimated $7.95K and bringing the position to 4,205 shares worth $767K. The position accounts for 0.02% of the portfolio, ranked #143.

Quotient Wealth Partners first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.01M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Quotient Wealth Partners held 4,205 shares of Capital One worth $767K as of Q1 2026.
Quotient Wealth Partners bought 38 Capital One shares in Q1 2026, an estimated $7.95K.
Capital One made up 0.02% of Quotient Wealth Partners's portfolio in Q1 2026, its #143 holding.
Quotient Wealth Partners first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Capital One position peaked at $1.01M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.