Resurgent Financial Advisors’s Capital One COF Stock Holding History

Resurgent Financial Advisors’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	$299K	Sell	1,641 -10	-0.6%	-$2.09K	0.11%	204
2025 Q4	$400K	Hold	1,651	–	–	0.2%	142
2025 Q3	$351K	Buy	1,651 +7	+0.4%	+$1.53K	0.17%	157
2025 Q2	$350K	Buy	1,644 +45	+3%	+$8.4K	0.19%	134
2025 Q1	$287K	Buy	1,599 +39	+3%	+$7.37K	0.17%	142
2024 Q4	$278K	Buy	1,560 +4	+0.3%	+$692	0.16%	143
2024 Q3	$233K	Buy	+1,556	New	+$222K	0.14%	161
2024 Q1	–	Sell	-372	Closed	-$48.8K	–	250
2023 Q4	$48.8K	Sell	372 -8	-2%	-$863	0.03%	337
2023 Q3	$36.9K	Sell	380 -29	-7%	-$3.1K	0.03%	375
2023 Q2	$44.7K	Buy	409 +78	+24%	+$7.81K	0.03%	347
2023 Q1	$31.8K	Sell	331 -40	-11%	-$4.19K	0.02%	408
2022 Q4	$34.5K	Buy	+371	New	+$36.5K	0.02%	507

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

Resurgent Financial Advisors's COF Position: Q1 2026 in Review

Resurgent Financial Advisors reduced its Capital One (COF) stake by 0.61% in Q1 2026, selling an estimated $2.09K and leaving 1,641 shares worth $299K. The position accounts for 0.11% of the portfolio, ranked #204.

Resurgent Financial Advisors first reported a position in COF in Q4 2022 and has held it in 12 quarters since. The position peaked at $400K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Resurgent Financial Advisors held 1,641 shares of Capital One worth $299K as of Q1 2026.
Resurgent Financial Advisors sold 10 Capital One shares in Q1 2026, an estimated $2.09K.
Capital One made up 0.11% of Resurgent Financial Advisors's portfolio in Q1 2026, its #204 holding.
Resurgent Financial Advisors first reported a position in Capital One in Q4 2022 and has held it in 12 quarters since.
Resurgent Financial Advisors's Capital One position peaked at $400K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Resurgent Financial Advisors's 13F filing for Q1 2026, filed 13 May 2026.