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Savvy Advisors Inc’s Capital One COF Stock Holding History

Savvy Advisors Inc’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 		$934K Sell
5,120
-216
-4% -$45.2K 0.02% 454
2025
Q4 		$1.29M Buy
5,336
+1,554
+41% +$346K 0.04% 319
2025
Q3 		$804K Buy
3,782
+1,538
+69% +$337K 0.04% 312
2025
Q2 		$478K Buy
2,244
+1,046
+87% +$195K 0.03% 365
2025
Q1 		$215K Buy
+1,198
New +$226K 0.02% 481

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

Savvy Advisors Inc's COF Position: Q1 2026 in Review

Savvy Advisors Inc reduced its Capital One (COF) stake by 4% in Q1 2026, selling an estimated $45.2K and leaving 5,120 shares worth $934K. The position accounts for 0.02% of the portfolio, ranked #454.

Savvy Advisors Inc first reported a position in COF in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.29M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Savvy Advisors Inc held 5,120 shares of Capital One worth $934K as of Q1 2026.
  • Savvy Advisors Inc sold 216 Capital One shares in Q1 2026, an estimated $45.2K.
  • Capital One made up 0.02% of Savvy Advisors Inc's portfolio in Q1 2026, its #454 holding.
  • Savvy Advisors Inc first reported a position in Capital One in Q1 2025 and has held it in 5 quarters since.
  • Savvy Advisors Inc's Capital One position peaked at $1.29M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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