SAG
COF icon

SageView Advisory Group’s Capital One COF Stock Holding History

SageView Advisory Group’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
2025
Q4 		$2.23M Sell
9,213
-151
-2% -$33.6K 0.08% 142
2025
Q3 		$1.99M Buy
9,364
+159
+2% +$34.8K 0.07% 155
2025
Q2 		$1.97M Buy
9,205
+1,345
+17% +$251K 0.07% 136
2025
Q1 		$1.41M Buy
7,860
+233
+3% +$44K 0.06% 179
2024
Q4 		$1.36M Buy
7,627
+613
+9% +$106K 0.06% 181
2024
Q3 		$1.05M Sell
7,014
-600
-8% -$85.4K 0.05% 188
2024
Q2 		$1.05M Buy
7,614
+5,510
+262% +$773K 0.05% 214
2024
Q1 		$313K Buy
+2,104
New +$285K 0.02% 402

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

SageView Advisory Group's COF Position: Q4 2025 in Review

SageView Advisory Group reduced its Capital One (COF) stake by 1.6% in Q4 2025, selling an estimated $33.6K and leaving 9,213 shares worth $2.23M. The position accounts for 0.08% of the portfolio, ranked #142.

SageView Advisory Group first reported a position in COF in Q1 2024 and has held it in 8 quarters since. 2,205 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • SageView Advisory Group held 9,213 shares of Capital One worth $2.23M as of Q4 2025.
  • SageView Advisory Group sold 151 Capital One shares in Q4 2025, an estimated $33.6K.
  • Capital One made up 0.08% of SageView Advisory Group's portfolio in Q4 2025, its #142 holding.
  • SageView Advisory Group first reported a position in Capital One in Q1 2024 and has held it in 8 quarters since.
  • 2,205 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.