Syverson Strege & Co’s Capital One COF Stock Holding History

Syverson Strege & Co’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	$360K	Sell	1,974 -93	-4%	-$19.5K	0.09%	103
2025 Q4	$501K	Sell	2,067 -62	-3%	-$13.8K	0.12%	72
2025 Q3	$453K	Sell	2,129 -441	-17%	-$96.5K	0.11%	77
2025 Q2	$547K	Buy	+2,570	New	+$480K	0.13%	69
2023 Q2	–	Sell	-41	Closed	-$3.94K	–	181
2023 Q1	$3.94K	Buy	+41	New	+$4.29K	﹤0.01%	379
2021 Q4	–	Sell	-74	Closed	-$12K	–	336
2021 Q3	$12K	Buy	+74	New	+$12.1K	0.01%	223

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Syverson Strege & Co's COF Position: Q1 2026 in Review

Syverson Strege & Co reduced its Capital One (COF) stake by 4.5% in Q1 2026, selling an estimated $19.5K and leaving 1,974 shares worth $360K. The position accounts for 0.09% of the portfolio, ranked #103.

Syverson Strege & Co first reported a position in COF in Q3 2021 and has held it in 6 quarters since. The position peaked at $547K in Q2 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Syverson Strege & Co held 1,974 shares of Capital One worth $360K as of Q1 2026.
Syverson Strege & Co sold 93 Capital One shares in Q1 2026, an estimated $19.5K.
Capital One made up 0.09% of Syverson Strege & Co's portfolio in Q1 2026, its #103 holding.
Syverson Strege & Co first reported a position in Capital One in Q3 2021 and has held it in 6 quarters since.
Syverson Strege & Co's Capital One position peaked at $547K in Q2 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Syverson Strege & Co's 13F filing for Q1 2026, filed 4 May 2026.