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Root Financial Partners’s Capital One COF Stock Holding History

Root Financial Partners’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 		$382K Sell
2,094
-244
-10% -$51K 0.02% 208
2025
Q4 		$567K Buy
2,338
+89
+4% +$19.8K 0.03% 148
2025
Q3 		$478K Buy
2,249
+806
+56% +$176K 0.03% 151
2025
Q2 		$307K Buy
+1,443
New +$269K 0.03% 177

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

Root Financial Partners's COF Position: Q1 2026 in Review

Root Financial Partners reduced its Capital One (COF) stake by 10% in Q1 2026, selling an estimated $51K and leaving 2,094 shares worth $382K. The position accounts for 0.02% of the portfolio, ranked #208.

Root Financial Partners first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $567K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Root Financial Partners held 2,094 shares of Capital One worth $382K as of Q1 2026.
  • Root Financial Partners sold 244 Capital One shares in Q1 2026, an estimated $51K.
  • Capital One made up 0.02% of Root Financial Partners's portfolio in Q1 2026, its #208 holding.
  • Root Financial Partners first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Root Financial Partners's Capital One position peaked at $567K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Root Financial Partners's 13F filing for Q1 2026, filed 24 Apr 2026.