Rise Advisors’s Capital One COF Stock Holding History

Rise 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
2025 Q4	–	Sell	-827	Closed	-$176K	–	376
2025 Q3	$176K	Buy	827 +14	+2%	+$3.06K	0.06%	105
2025 Q2	$173K	Buy	813 +572	+237%	+$107K	0.07%	104
2025 Q1	$43.3K	Buy	241 +19	+9%	+$3.59K	0.02%	255
2024 Q4	$39.5K	Buy	222 +1	+0.5%	+$173	0.02%	291
2024 Q3	$33.1K	Buy	221 +1	+0.5%	+$142	0.02%	364
2024 Q2	$30.4K	Buy	220 +1	+0.5%	+$140	0.02%	366
2024 Q1	$32.6K	Buy	+219	New	+$29.7K	0.02%	347

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Rise Advisors's COF Position: Q4 2025 in Review

Rise Advisors sold out of Capital One (COF) in Q4 2025, closing a stake of 827 shares — an estimated $176K sold.

Rise Advisors first reported a position in COF in Q1 2024 and held it in 7 quarters. The position peaked at $176K in Q3 2025. 2,209 funds tracked by Wall St. Rank hold COF as of Q4 2025.

Rise Advisors reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
Rise Advisors sold 827 Capital One shares in Q4 2025, an estimated $176K.
Rise Advisors first reported a position in Capital One in Q1 2024 and held it in 7 quarters.
Rise Advisors's Capital One position peaked at $176K in Q3 2025.
2,209 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Rise Advisors's 13F filing for Q4 2025, filed 11 Feb 2026.