SMA
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Sage Mountain Advisors’s Capital One COF Stock Holding History

Sage Mountain 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 		– Sell
-2,164
Closed -$524K – 349
2025
Q4 		$524K Sell
2,164
-516
-19% -$115K 0.03% 263
2025
Q3 		$570K Buy
2,680
+1,660
+163% +$363K 0.03% 242
2025
Q2 		$217K Sell
1,020
-745
-42% -$139K 0.01% 397
2025
Q1 		$316K Buy
1,765
+563
+47% +$106K 0.02% 294
2024
Q4 		$214K Sell
1,202
-185
-13% -$32K 0.02% 357
2024
Q3 		$208K Sell
1,387
-266
-16% -$37.9K 0.02% 379
2024
Q2 		$229K Sell
1,653
-19
-1% -$2.67K 0.02% 311
2024
Q1 		$249K Buy
+1,672
New +$226K 0.03% 280

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

Sage Mountain Advisors's COF Position: Q1 2026 in Review

Sage Mountain Advisors sold out of Capital One (COF) in Q1 2026, closing a stake of 2,164 shares — an estimated $524K sold.

Sage Mountain Advisors first reported a position in COF in Q1 2024 and held it in 8 quarters. The position peaked at $570K in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Sage Mountain Advisors reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Sage Mountain Advisors sold 2,164 Capital One shares in Q1 2026, an estimated $524K.
  • Sage Mountain Advisors first reported a position in Capital One in Q1 2024 and held it in 8 quarters.
  • Sage Mountain Advisors's Capital One position peaked at $570K in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.