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SHP Wealth Management’s Capital One COF Stock Holding History

SHP Wealth Management’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 		$247K Buy
1,355
+113
+9% +$23.6K 0.02% 227
2025
Q4 		$301K Buy
+1,242
New +$276K 0.02% 202

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

SHP Wealth Management's COF Position: Q1 2026 in Review

SHP Wealth Management increased its Capital One (COF) stake by 9.1% in Q1 2026, buying an estimated $23.6K and bringing the position to 1,355 shares worth $247K. The position accounts for 0.02% of the portfolio, ranked #227.

SHP Wealth Management first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $301K in Q4 2025. 2,070 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • SHP Wealth Management held 1,355 shares of Capital One worth $247K as of Q1 2026.
  • SHP Wealth Management bought 113 Capital One shares in Q1 2026, an estimated $23.6K.
  • Capital One made up 0.02% of SHP Wealth Management's portfolio in Q1 2026, its #227 holding.
  • SHP Wealth Management first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • SHP Wealth Management's Capital One position peaked at $301K in Q4 2025.
  • 2,070 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.