Richwood Investment Advisors’s Capital One COF Stock Holding History

Richwood Investment 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	$601K	Hold	3,297	–	–	0.46%	51
2025 Q4	$735K	Sell	3,297 -255	-7%	-$56.8K	0.53%	43
2025 Q3	$755K	Sell	3,552 -125	-3%	-$27.4K	0.59%	36
2025 Q2	$782K	Sell	3,677 -134	-4%	-$25K	0.64%	34
2025 Q1	$683K	Hold	3,811	–	–	0.58%	44
2024 Q4	$680K	Sell	3,811 -50	-1%	-$8.66K	0.57%	44
2024 Q3	$578K	Sell	3,861 -145	-4%	-$20.6K	0.48%	53
2024 Q2	$555K	Hold	4,006	–	–	0.49%	53
2024 Q1	$596K	Sell	4,006 -100	-2%	-$13.5K	0.53%	53
2023 Q4	$538K	Sell	4,106 -125	-3%	-$13.5K	0.51%	57
2023 Q3	$411K	Sell	4,231 -50	-1%	-$5.34K	0.42%	65
2023 Q2	$468K	Sell	4,281 -128	-3%	-$12.8K	0.46%	59
2023 Q1	$424K	Sell	4,409 -178	-4%	-$18.6K	0.42%	68
2022 Q4	$426K	Sell	4,587 -97	-2%	-$9.54K	0.43%	66
2022 Q3	$432K	Hold	4,684	–	–	0.47%	59
2022 Q2	$488K	Sell	4,684 -30	-0.6%	-$3.67K	0.49%	58
2022 Q1	$619K	Hold	4,714	–	–	0.55%	52
2021 Q4	$684K	Buy	+4,714	New	+$728K	0.6%	39

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

Richwood Investment Advisors's COF Position: Q1 2026 in Review

Richwood Investment Advisors held its Capital One (COF) position steady in Q1 2026 at 3,297 shares worth $601K. The position accounts for 0.46% of the portfolio, ranked #51.

Richwood Investment Advisors first reported a position in COF in Q4 2021 and has held it in 18 quarters since. The position peaked at $782K in Q2 2025. 2,064 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Richwood Investment Advisors held 3,297 shares of Capital One worth $601K as of Q1 2026.
Richwood Investment Advisors left its Capital One share count unchanged in Q1 2026.
Capital One made up 0.46% of Richwood Investment Advisors's portfolio in Q1 2026, its #51 holding.
Richwood Investment Advisors first reported a position in Capital One in Q4 2021 and has held it in 18 quarters since.
Richwood Investment Advisors's Capital One position peaked at $782K in Q2 2025.
2,064 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Richwood Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.