SGI
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Summit Global Investments’s Capital One COF Stock Holding History

Summit Global Investments’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 		$432K Sell
2,367
-303
-11% -$63.4K 0.03% 354
2025
Q4 		$647K Buy
+2,670
New +$594K 0.04% 265

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 Global Investments's COF Position: Q1 2026 in Review

Summit Global Investments reduced its Capital One (COF) stake by 11% in Q1 2026, selling an estimated $63.4K and leaving 2,367 shares worth $432K. The position accounts for 0.03% of the portfolio, ranked #354.

Summit Global Investments first reported a position in COF in Q4 2025 and has held it in 2 quarters since. The position peaked at $647K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Summit Global Investments held 2,367 shares of Capital One worth $432K as of Q1 2026.
  • Summit Global Investments sold 303 Capital One shares in Q1 2026, an estimated $63.4K.
  • Capital One made up 0.03% of Summit Global Investments's portfolio in Q1 2026, its #354 holding.
  • Summit Global Investments first reported a position in Capital One in Q4 2025 and has held it in 2 quarters since.
  • Summit Global Investments's Capital One position peaked at $647K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Summit Global Investments's 13F filing for Q1 2026, filed 7 May 2026.