SFC
COF icon

SYM Financial Corp’s Capital One COF Stock Holding History

SYM Financial Corp’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 		$361K Sell
1,981
-3
-0.2% -$628 0.04% 184
2025
Q4 		$481K Buy
1,984
+394
+25% +$87.7K 0.05% 133
2025
Q3 		$338K Buy
1,590
+31
+2% +$6.79K 0.04% 191
2025
Q2 		$332K Buy
+1,559
New +$291K 0.04% 184

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

SYM Financial Corp's COF Position: Q1 2026 in Review

SYM Financial Corp reduced its Capital One (COF) stake by 0.15% in Q1 2026, selling an estimated $628 and leaving 1,981 shares worth $361K. The position accounts for 0.04% of the portfolio, ranked #184.

SYM Financial Corp first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $481K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • SYM Financial Corp held 1,981 shares of Capital One worth $361K as of Q1 2026.
  • SYM Financial Corp sold 3 Capital One shares in Q1 2026, an estimated $628.
  • Capital One made up 0.04% of SYM Financial Corp's portfolio in Q1 2026, its #184 holding.
  • SYM Financial Corp first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • SYM Financial Corp's Capital One position peaked at $481K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on SYM Financial Corp's 13F filing for Q1 2026, filed 8 May 2026.