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COF icon

Summit Financial’s Capital One COF Stock Holding History

Summit Financial’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 		$11.1M Buy
60,926
+32,998
+118% +$6.9M 0.14% 134
2025
Q4 		$6.77M Buy
27,928
+1,204
+5% +$268K 0.1% 199
2025
Q3 		$5.68M Buy
26,724
+647
+2% +$142K 0.09% 229
2025
Q2 		$5.55M Buy
26,077
+22,027
+544% +$4.11M 0.13% 148
2025
Q1 		$726K Sell
4,050
-620
-13% -$117K 0.02% 435
2024
Q4 		$833K Buy
4,670
+508
+12% +$87.9K 0.03% 353
2024
Q3 		$623K Sell
4,162
-278
-6% -$39.6K 0.02% 337
2024
Q2 		$615K Buy
4,440
+2,918
+192% +$409K 0.03% 296
2024
Q1 		$227K Buy
+1,522
New +$206K 0.01% 354

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

Summit Financial's COF Position: Q1 2026 in Review

Summit Financial increased its Capital One (COF) stake by 118% in Q1 2026, buying an estimated $6.9M and bringing the position to 60,926 shares worth $11.1M. The position accounts for 0.14% of the portfolio, ranked #134.

Summit Financial first reported a position in COF in Q1 2024 and has held it in 9 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Summit Financial held 60,926 shares of Capital One worth $11.1M as of Q1 2026.
  • Summit Financial bought 32,998 Capital One shares in Q1 2026, an estimated $6.9M.
  • Capital One made up 0.14% of Summit Financial's portfolio in Q1 2026, its #134 holding.
  • Summit Financial first reported a position in Capital One in Q1 2024 and has held it in 9 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.