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Ritholtz Wealth Management’s Capital One COF Stock Holding History

Ritholtz Wealth Management’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 		$3.74M Buy
20,474
+1,711
+9% +$358K 0.06% 226
2025
Q4 		$4.55M Buy
18,763
+1,375
+8% +$306K 0.08% 160
2025
Q3 		$3.7M Buy
17,388
+1,723
+11% +$377K 0.07% 186
2025
Q2 		$3.33M Buy
15,665
+4,821
+44% +$900K 0.07% 175
2025
Q1 		$1.94M Buy
10,844
+274
+3% +$51.8K 0.06% 254
2024
Q4 		$1.88M Sell
10,570
-619
-6% -$107K 0.06% 244
2024
Q3 		$1.68M Buy
11,189
+46
+0.4% +$6.55K 0.05% 266
2024
Q2 		$1.54M Buy
11,143
+354
+3% +$49.7K 0.05% 249
2024
Q1 		$1.61M Buy
10,789
+1,128
+12% +$153K 0.06% 236
2023
Q4 		$1.27M Buy
9,661
+2,179
+29% +$235K 0.05% 257
2023
Q3 		$726K Buy
7,482
+3,096
+71% +$331K 0.03% 366
2023
Q2 		$480K Buy
+4,386
New +$439K 0.02% 442
2022
Q4 		– Sell
-5,828
Closed -$537K – 605
2022
Q3 		$537K Buy
5,828
+3,560
+157% +$379K 0.03% 378
2022
Q2 		$236K Buy
2,268
+522
+30% +$63.8K 0.01% 466
2022
Q1 		$229K Buy
+1,746
New +$255K 0.02% 475
2021
Q4 		– Sell
-1,292
Closed -$209K – 560
2021
Q3 		$209K Sell
1,292
-19
-1% -$3.1K 0.01% 458
2021
Q2 		$203K Buy
+1,311
New +$198K 0.01% 457

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Ritholtz Wealth Management's COF Position: Q1 2026 in Review

Ritholtz Wealth Management increased its Capital One (COF) stake by 9.1% in Q1 2026, buying an estimated $358K and bringing the position to 20,474 shares worth $3.74M. The position accounts for 0.06% of the portfolio, ranked #226.

Ritholtz Wealth Management first reported a position in COF in Q2 2021 and has held it in 17 quarters since. The position peaked at $4.55M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Ritholtz Wealth Management held 20,474 shares of Capital One worth $3.74M as of Q1 2026.
  • Ritholtz Wealth Management bought 1,711 Capital One shares in Q1 2026, an estimated $358K.
  • Capital One made up 0.06% of Ritholtz Wealth Management's portfolio in Q1 2026, its #226 holding.
  • Ritholtz Wealth Management first reported a position in Capital One in Q2 2021 and has held it in 17 quarters since.
  • Ritholtz Wealth Management's Capital One position peaked at $4.55M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.