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Sound View Wealth Advisors Group’s Capital One COF Stock Holding History

Sound View Wealth Advisors Group’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 		$604K Buy
3,310
+722
+28% +$151K 0.04% 255
2025
Q4 		$627K Sell
2,588
-117
-4% -$26K 0.04% 246
2025
Q3 		$575K Sell
2,705
-254
-9% -$55.6K 0.04% 255
2025
Q2 		$630K Buy
2,959
+1,022
+53% +$191K 0.05% 244
2025
Q1 		$347K Buy
1,937
+10
+0.5% +$1.89K 0.03% 312
2024
Q4 		$344K Hold
1,927
– – 0.03% 319
2024
Q3 		$289K Buy
1,927
+82
+4% +$11.7K 0.02% 337
2024
Q2 		$255K Hold
1,845
– – 0.03% 325
2024
Q1 		$275K Sell
1,845
-82
-4% -$11.1K 0.03% 318
2023
Q4 		$253K Buy
+1,927
New +$208K 0.03% 333
2023
Q1 		– Sell
-1,927
Closed -$253K – 374
2022
Q4 		$253K Sell
1,927
-573
-23% -$56.3K 0.03% 333
2022
Q3 		$230K Buy
2,500
+34
+1% +$3.62K 0.05% 245
2022
Q2 		$257K Buy
+2,466
New +$301K 0.05% 237
2022
Q1 		– Sell
-1,408
Closed -$204K – 291
2021
Q4 		$204K Buy
1,408
+9
+0.6% +$1.39K 0.04% 282
2021
Q3 		$227K Buy
1,399
+70
+5% +$11.4K 0.05% 269
2021
Q2 		$206K Buy
+1,329
New +$200K 0.04% 273

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

Sound View Wealth Advisors Group's COF Position: Q1 2026 in Review

Sound View Wealth Advisors Group increased its Capital One (COF) stake by 28% in Q1 2026, buying an estimated $151K and bringing the position to 3,310 shares worth $604K. The position accounts for 0.04% of the portfolio, ranked #255.

Sound View Wealth Advisors Group first reported a position in COF in Q2 2021 and has held it in 16 quarters since. The position peaked at $630K in Q2 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Sound View Wealth Advisors Group held 3,310 shares of Capital One worth $604K as of Q1 2026.
  • Sound View Wealth Advisors Group bought 722 Capital One shares in Q1 2026, an estimated $151K.
  • Capital One made up 0.04% of Sound View Wealth Advisors Group's portfolio in Q1 2026, its #255 holding.
  • Sound View Wealth Advisors Group first reported a position in Capital One in Q2 2021 and has held it in 16 quarters since.
  • Sound View Wealth Advisors Group's Capital One position peaked at $630K in Q2 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Sound View Wealth Advisors Group's 13F filing for Q1 2026, filed 6 May 2026.