Seven Mile Advisory’s Capital One COF Stock Holding History

Seven Mile Advisory’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	$330K	Sell	1,811 -665	-27%	-$139K	0.24%	88
2025 Q4	$600K	Sell	2,476 -145	-6%	-$32.3K	0.1%	95
2025 Q3	$557K	Buy	2,621 +847	+48%	+$185K	0.09%	121
2025 Q2	$377K	Buy	1,774 +168	+10%	+$31.3K	0.23%	91
2025 Q1	$288K	Buy	1,606 +1	+0.1%	+$189	0.19%	117
2024 Q4	$286K	Buy	1,605 +21	+1%	+$3.63K	0.18%	107
2024 Q3	$237K	Buy	1,584 +4	+0.3%	+$570	0.16%	135
2024 Q2	$219K	Buy	1,580 +19	+1%	+$2.67K	0.16%	128
2024 Q1	$232K	Buy	1,561 +17	+1%	+$2.3K	0.18%	127
2023 Q4	$202K	Buy	+1,544	New	+$167K	0.18%	138

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Seven Mile Advisory's COF Position: Q1 2026 in Review

Seven Mile Advisory reduced its Capital One (COF) stake by 27% in Q1 2026, selling an estimated $139K and leaving 1,811 shares worth $330K. The position accounts for 0.24% of the portfolio, ranked #88.

Seven Mile Advisory first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $600K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Seven Mile Advisory held 1,811 shares of Capital One worth $330K as of Q1 2026.
Seven Mile Advisory sold 665 Capital One shares in Q1 2026, an estimated $139K.
Capital One made up 0.24% of Seven Mile Advisory's portfolio in Q1 2026, its #88 holding.
Seven Mile Advisory first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Seven Mile Advisory's Capital One position peaked at $600K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Seven Mile Advisory's 13F filing for Q1 2026, filed 14 Apr 2026.