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Simplicity Wealth’s Capital One COF Stock Holding History

Simplicity Wealth’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 		$782K Sell
4,287
-52
-1% -$10.9K 0.04% 342
2025
Q4 		$1.05M Buy
4,339
+277
+7% +$61.7K 0.06% 272
2025
Q3 		$863K Buy
4,062
+611
+18% +$134K 0.05% 327
2025
Q2 		$734K Buy
+3,451
New +$644K 0.03% 388
2024
Q3 		– Sell
-7,548
Closed -$1.04M – 627
2024
Q2 		$1.04M Buy
7,548
+497
+7% +$69.7K 0.02% 514
2024
Q1 		$1.05M Buy
+7,051
New +$955K 0.03% 503

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

Simplicity Wealth's COF Position: Q1 2026 in Review

Simplicity Wealth reduced its Capital One (COF) stake by 1.2% in Q1 2026, selling an estimated $10.9K and leaving 4,287 shares worth $782K. The position accounts for 0.04% of the portfolio, ranked #342.

Simplicity Wealth first reported a position in COF in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.05M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Simplicity Wealth held 4,287 shares of Capital One worth $782K as of Q1 2026.
  • Simplicity Wealth sold 52 Capital One shares in Q1 2026, an estimated $10.9K.
  • Capital One made up 0.04% of Simplicity Wealth's portfolio in Q1 2026, its #342 holding.
  • Simplicity Wealth first reported a position in Capital One in Q1 2024 and has held it in 6 quarters since.
  • Simplicity Wealth's Capital One position peaked at $1.05M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.