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River Wealth Advisors’s Capital One COF Stock Holding History

River Wealth 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 		$3.21M Sell
17,594
-819
-4% -$171K 0.37% 62
2025
Q4 		$4.46M Sell
18,413
-1,163
-6% -$259K 0.5% 49
2025
Q3 		$4.16M Sell
19,576
-179
-0.9% -$39.2K 0.49% 49
2025
Q2 		$4.2M Buy
19,755
+4,307
+28% +$804K 0.52% 48
2025
Q1 		$2.77M Sell
15,448
-895
-5% -$169K 0.38% 62
2024
Q4 		$2.91M Sell
16,343
-500
-3% -$86.6K 0.39% 60
2024
Q3 		$2.52M Sell
16,843
-1,072
-6% -$153K 0.34% 75
2024
Q2 		$2.48M Sell
17,915
-1,119
-6% -$157K 0.36% 70
2024
Q1 		$2.83M Sell
19,034
-1,641
-8% -$222K 0.41% 64
2023
Q4 		$2.71M Sell
20,675
-2,558
-11% -$276K 0.43% 65
2023
Q3 		$2.25M Sell
23,233
-1,619
-7% -$173K 0.4% 67
2023
Q2 		$2.72M Sell
24,852
-702
-3% -$70.3K 0.46% 61
2023
Q1 		$2.46M Sell
25,554
-630
-2% -$65.9K 0.45% 64
2022
Q4 		$2.43M Buy
26,184
+696
+3% +$68.4K 0.47% 65
2022
Q3 		$2.35M Sell
25,488
-834
-3% -$88.8K 0.51% 59
2022
Q2 		$2.74M Buy
26,322
+699
+3% +$85.5K 0.51% 62
2022
Q1 		$3.36M Buy
25,623
+805
+3% +$117K 0.54% 58
2021
Q4 		$3.6M Buy
24,818
+1,028
+4% +$159K 0.56% 56
2021
Q3 		$3.85M Buy
23,790
+225
+1% +$36.7K 0.66% 44
2021
Q2 		$3.65M Buy
23,565
+160
+0.7% +$24.1K 0.64% 43
2021
Q1 		$2.98M Buy
23,405
+1,035
+5% +$122K 0.56% 57
2020
Q4 		$2.21M Buy
22,370
+1,546
+7% +$131K 0.48% 62
2020
Q3 		$1.5M Sell
20,824
-121
-0.6% -$8.09K 0.39% 70
2020
Q2 		$1.31M Buy
20,945
+1,968
+10% +$123K 0.4% 77
2020
Q1 		$957K Sell
18,977
-2,924
-13% -$257K 0.38% 72
2019
Q4 		$2.25M Buy
21,901
+1,470
+7% +$142K 0.76% 46
2019
Q3 		$1.86M Buy
20,431
+1,502
+8% +$135K 0.7% 53
2019
Q2 		$1.72M Buy
18,929
+2,355
+14% +$211K 0.67% 56
2019
Q1 		$1.35M Buy
16,574
+2,380
+17% +$193K 0.57% 61
2018
Q4 		$1.07M Buy
14,194
+780
+6% +$67.6K 0.48% 67
2018
Q3 		$1.27M Buy
13,414
+575
+4% +$55.9K 0.47% 70
2018
Q2 		$1.18M Sell
12,839
-25
-0.2% -$2.37K 0.46% 75
2018
Q1 		$1.23M Sell
12,864
-400
-3% -$39.8K 0.52% 71
2017
Q4 		$1.32M Buy
13,264
+25
+0.2% +$2.28K 0.55% 69
2017
Q3 		$1.12M Sell
13,239
-167
-1% -$13.8K 0.51% 74
2017
Q2 		$1.11M Hold
13,406
– – 0.52% 70
2017
Q1 		$1.16M Buy
13,406
+1,055
+9% +$94K 0.56% 68
2016
Q4 		$1.08M Buy
12,351
+850
+7% +$68.5K 0.55% 70
2016
Q3 		$826K Buy
11,501
+200
+2% +$13.7K 0.46% 78
2016
Q2 		$718K Buy
11,301
+203
+2% +$14.1K 0.41% 88
2016
Q1 		$769K Buy
11,098
+128
+1% +$8.46K 0.46% 81
2015
Q4 		$792K Buy
10,970
+768
+8% +$58.8K 0.5% 73
2015
Q3 		$740K Buy
10,202
+503
+5% +$40.4K 0.51% 71
2015
Q2 		$853K Buy
9,699
+8
+0.1% +$672 0.54% 73
2015
Q1 		$764K Buy
+9,691
New +$762K 0.47% 75

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

River Wealth Advisors's COF Position: Q1 2026 in Review

River Wealth Advisors reduced its Capital One (COF) stake by 4.4% in Q1 2026, selling an estimated $171K and leaving 17,594 shares worth $3.21M. The position accounts for 0.37% of the portfolio, ranked #62.

River Wealth Advisors first reported a position in COF in Q1 2015 and has held it in 45 quarters since. The position peaked at $4.46M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • River Wealth Advisors held 17,594 shares of Capital One worth $3.21M as of Q1 2026.
  • River Wealth Advisors sold 819 Capital One shares in Q1 2026, an estimated $171K.
  • Capital One made up 0.37% of River Wealth Advisors's portfolio in Q1 2026, its #62 holding.
  • River Wealth Advisors first reported a position in Capital One in Q1 2015 and has held it in 45 quarters since.
  • River Wealth Advisors's Capital One position peaked at $4.46M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.