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Synergy Financial Group’s Capital One COF Stock Holding History

Synergy Financial 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 		$330K Sell
1,811
-65
-3% -$13.6K 0.25% 83
2025
Q4 		$455K Sell
1,876
-26
-1% -$5.79K 0.32% 59
2025
Q3 		$404K Hold
1,902
– – 0.27% 65
2025
Q2 		$405K Buy
1,902
+35
+2% +$6.53K 0.3% 62
2025
Q1 		$335K Hold
1,867
– – 0.3% 67
2024
Q4 		$333K Buy
+1,867
New +$323K 0.28% 68

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

Synergy Financial Group's COF Position: Q1 2026 in Review

Synergy Financial Group reduced its Capital One (COF) stake by 3.5% in Q1 2026, selling an estimated $13.6K and leaving 1,811 shares worth $330K. The position accounts for 0.25% of the portfolio, ranked #83.

Synergy Financial Group first reported a position in COF in Q4 2024 and has held it in 6 quarters since. The position peaked at $455K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Synergy Financial Group held 1,811 shares of Capital One worth $330K as of Q1 2026.
  • Synergy Financial Group sold 65 Capital One shares in Q1 2026, an estimated $13.6K.
  • Capital One made up 0.25% of Synergy Financial Group's portfolio in Q1 2026, its #83 holding.
  • Synergy Financial Group first reported a position in Capital One in Q4 2024 and has held it in 6 quarters since.
  • Synergy Financial Group's Capital One position peaked at $455K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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