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Summit Wealth Group (Colorado)’s Capital One COF Stock Holding History

Summit Wealth Group (Colorado)’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 		$246K Buy
1,346
+138
+11% +$28.9K 0.03% 292
2025
Q4 		$293K Sell
1,208
-579
-32% -$129K 0.04% 213
2025
Q3 		$1.63M Buy
1,787
+282
+19% +$61.7K 0.25% 65
2025
Q2 		$320K Buy
+1,505
New +$281K 0.08% 172

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 Wealth Group (Colorado)'s COF Position: Q1 2026 in Review

Summit Wealth Group (Colorado) increased its Capital One (COF) stake by 11% in Q1 2026, buying an estimated $28.9K and bringing the position to 1,346 shares worth $246K. The position accounts for 0.03% of the portfolio, ranked #292.

Summit Wealth Group (Colorado) first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.63M in Q3 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Summit Wealth Group (Colorado) held 1,346 shares of Capital One worth $246K as of Q1 2026.
  • Summit Wealth Group (Colorado) bought 138 Capital One shares in Q1 2026, an estimated $28.9K.
  • Capital One made up 0.03% of Summit Wealth Group (Colorado)'s portfolio in Q1 2026, its #292 holding.
  • Summit Wealth Group (Colorado) first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Summit Wealth Group (Colorado)'s Capital One position peaked at $1.63M in Q3 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q1 2026, filed 23 Apr 2026.