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Sagespring Wealth Partners’s Capital One COF Stock Holding History

Sagespring Wealth 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 		$1.54M Sell
8,433
-508
-6% -$106K 0.03% 237
2025
Q4 		$2.17M Buy
8,941
+15
+0.2% +$3.34K 0.04% 179
2025
Q3 		$1.9M Buy
8,926
+1,363
+18% +$298K 0.04% 189
2025
Q2 		$1.61M Buy
7,563
+3,199
+73% +$597K 0.03% 201
2025
Q1 		$783K Buy
4,364
+906
+26% +$171K 0.02% 287
2024
Q4 		$617K Buy
+3,458
New +$599K 0.02% 306

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

Sagespring Wealth Partners's COF Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Capital One (COF) stake by 5.7% in Q1 2026, selling an estimated $106K and leaving 8,433 shares worth $1.54M. The position accounts for 0.03% of the portfolio, ranked #237.

Sagespring Wealth Partners first reported a position in COF in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.17M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Sagespring Wealth Partners held 8,433 shares of Capital One worth $1.54M as of Q1 2026.
  • Sagespring Wealth Partners sold 508 Capital One shares in Q1 2026, an estimated $106K.
  • Capital One made up 0.03% of Sagespring Wealth Partners's portfolio in Q1 2026, its #237 holding.
  • Sagespring Wealth Partners first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Capital One position peaked at $2.17M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.