Sheaff Brock Investment Advisors’s Capital One COF Stock Holding History

Sheaff Brock Investment 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
2025 Q1	$206K	Buy	+1,146	New	+$216K	0.02%	392

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

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

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

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

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

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

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

Sheaff Brock Investment Advisors's COF Position: Q1 2025 in Review

Sheaff Brock Investment Advisors opened a new position in Capital One (COF) in Q1 2025: 1,146 shares worth $206K. The stake represents 0.02% of the portfolio and ranks #392 among its holdings.

1,400 funds tracked by Wall St. Rank hold COF as of Q1 2025.

Sheaff Brock Investment Advisors held 1,146 shares of Capital One worth $206K as of Q1 2025.
Capital One was a new Sheaff Brock Investment Advisors position in Q1 2025.
Capital One made up 0.02% of Sheaff Brock Investment Advisors's portfolio in Q1 2025, its #392 holding.
1,400 funds tracked by Wall St. Rank held Capital One as of Q1 2025.

Based on Sheaff Brock Investment Advisors's 13F filing for Q1 2025, filed 7 May 2025.