SMART Wealth
COF icon

SMART Wealth’s Capital One COF Stock Holding History

SMART 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
Q3 		$894K Buy
+4,628
New +$971K 0.18% 126
2026
Q1 		– Sell
-7,454
Closed -$1.81M – 212
2025
Q4 		$1.81M Buy
+7,454
New +$1.66M 0.55% 64

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

SMART Wealth's COF Position: Q3 2026 in Review

SMART Wealth opened a new position in Capital One (COF) in Q3 2026: 4,628 shares worth $894K. The stake represents 0.18% of the portfolio and ranks #126 among its holdings. This is a return to the name: SMART Wealth previously reported a position in COF as recently as Q4 2025.

SMART Wealth first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.81M in Q4 2025. 1,234 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • SMART Wealth held 4,628 shares of Capital One worth $894K as of Q3 2026.
  • Capital One was a new SMART Wealth position in Q3 2026.
  • Capital One made up 0.18% of SMART Wealth's portfolio in Q3 2026, its #126 holding.
  • SMART Wealth first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • SMART Wealth's Capital One position peaked at $1.81M in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on SMART Wealth's 13F filing for Q3 2026, filed 4 Nov 2026.