Smartleaf Asset Management’s Capital One COF Stock Holding History

Smartleaf Asset 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	$2.47M	Buy	13,885 +688	+5%	+$144K	0.09%	205
2025 Q4	$3.22M	Buy	13,197 +1,983	+18%	+$441K	0.12%	151
2025 Q3	$2.51M	Buy	11,214 +3,301	+42%	+$723K	0.16%	141
2025 Q2	$1.67M	Buy	7,913 +1,141	+17%	+$213K	0.15%	158
2025 Q1	$1.18M	Buy	6,772 +640	+10%	+$121K	0.11%	205
2024 Q4	$1.09M	Buy	6,132 +1,416	+30%	+$245K	0.11%	196
2024 Q3	$703K	Buy	4,716 +1,050	+29%	+$150K	0.09%	249
2024 Q2	$491K	Buy	3,666 +636	+21%	+$89.2K	0.08%	246
2024 Q1	$438K	Buy	3,030 +1,058	+54%	+$143K	0.08%	235
2023 Q4	$256K	Buy	+1,972	New	+$213K	0.07%	281

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

Smartleaf Asset Management's COF Position: Q1 2026 in Review

Smartleaf Asset Management increased its Capital One (COF) stake by 5.2% in Q1 2026, buying an estimated $144K and bringing the position to 13,885 shares worth $2.47M. The position accounts for 0.09% of the portfolio, ranked #205.

Smartleaf Asset Management first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.22M in Q4 2025. 2,065 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Smartleaf Asset Management held 13,885 shares of Capital One worth $2.47M as of Q1 2026.
Smartleaf Asset Management bought 688 Capital One shares in Q1 2026, an estimated $144K.
Capital One made up 0.09% of Smartleaf Asset Management's portfolio in Q1 2026, its #205 holding.
Smartleaf Asset Management first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Capital One position peaked at $3.22M in Q4 2025.
2,065 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.