TCI Wealth Advisors’s Capital One COF Stock Holding History

TCI Wealth Advisors’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	$472K	Sell	2,590 -244	-9%	-$51K	0.03%	152
2025 Q4	$687K	Buy	2,834 +457	+19%	+$102K	0.04%	125
2025 Q3	$505K	Buy	2,377 +7	+0.3%	+$1.53K	0.03%	148
2025 Q2	$504K	Buy	+2,370	New	+$442K	0.03%	139
2023 Q2	–	Sell	-764	Closed	-$73.5K	–	624
2023 Q1	$73.5K	Sell	764 -64	-8%	-$6.7K	0.01%	340
2022 Q4	$77K	Buy	828 +430	+108%	+$42.3K	0.01%	310
2022 Q3	$37K	Sell	398 -269	-40%	-$28.6K	0.01%	449
2022 Q2	$69K	Buy	667 +204	+44%	+$24.9K	0.01%	305
2022 Q1	$61K	Sell	463 -158	-25%	-$23K	0.01%	356
2021 Q4	$90K	Buy	621 +29	+5%	+$4.48K	0.01%	289
2021 Q3	$96K	Buy	592 +78	+15%	+$12.7K	0.01%	290
2021 Q2	$80K	Buy	514 +53	+11%	+$8K	0.01%	315
2021 Q1	$59K	Buy	461 +143	+45%	+$16.8K	0.03%	319
2020 Q4	$31K	Buy	318 +30	+10%	+$2.55K	0.01%	416
2020 Q3	$21K	Hold	288	–	–	0.01%	441
2020 Q2	$18K	Buy	288 +48	+20%	+$2.99K	0.01%	461
2020 Q1	$12K	Sell	240 -11	-4%	-$967	0.01%	532
2019 Q4	$26K	Buy	251 +15	+6%	+$1.45K	0.01%	501
2019 Q3	$21K	Buy	236 +31	+15%	+$2.79K	0.01%	480
2019 Q2	$19K	Sell	205 -617	-75%	-$55.2K	0.01%	478
2019 Q1	$67K	Buy	822 +76	+10%	+$6.18K	0.03%	293
2018 Q4	$56K	Sell	746 -15	-2%	-$1.3K	0.03%	295
2018 Q3	$72K	Buy	761 +3	+0.4%	+$292	0.03%	278
2018 Q2	$70K	Buy	758 +12	+2%	+$1.14K	0.03%	271
2018 Q1	$71K	Sell	746 -5	-0.7%	-$498	0.03%	269
2017 Q4	$75K	Hold	751	–	–	0.03%	276
2017 Q3	$64K	Hold	751	–	–	0.03%	278
2017 Q2	$62K	Hold	751	–	–	0.03%	278
2017 Q1	$65K	Hold	751	–	–	0.03%	268
2016 Q4	$66K	Hold	751	–	–	0.03%	285
2016 Q3	$54K	Hold	751	–	–	0.03%	296
2016 Q2	$48K	Hold	751	–	–	0.03%	303
2016 Q1	$52K	Sell	751 -757	-50%	-$50K	0.03%	298
2015 Q4	$109K	Buy	1,508 +796	+112%	+$61K	0.06%	199
2015 Q3	$52K	Hold	712	–	–	0.03%	273
2015 Q2	$63K	Hold	712	–	–	0.04%	250
2015 Q1	$56K	Hold	712	–	–	0.04%	230
2014 Q4	$59K	Hold	712	–	–	0.04%	233
2014 Q3	$58K	Hold	712	–	–	0.04%	224
2014 Q2	$59K	Hold	712	–	–	0.04%	234
2014 Q1	$55K	Hold	712	–	–	0.04%	227
2013 Q4	$55K	Hold	712	–	–	0.03%	238
2013 Q3	$49K	Hold	712	–	–	0.04%	213
2013 Q2	$45K	Buy	+712	New	+$42K	0.03%	226

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

TCI Wealth Advisors's COF Position: Q1 2026 in Review

TCI Wealth Advisors reduced its Capital One (COF) stake by 8.6% in Q1 2026, selling an estimated $51K and leaving 2,590 shares worth $472K. The position accounts for 0.03% of the portfolio, ranked #152.

TCI Wealth Advisors first reported a position in COF in Q2 2013 and has held it in 44 quarters since. The position peaked at $687K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

TCI Wealth Advisors held 2,590 shares of Capital One worth $472K as of Q1 2026.
TCI Wealth Advisors sold 244 Capital One shares in Q1 2026, an estimated $51K.
Capital One made up 0.03% of TCI Wealth Advisors's portfolio in Q1 2026, its #152 holding.
TCI Wealth Advisors first reported a position in Capital One in Q2 2013 and has held it in 44 quarters since.
TCI Wealth Advisors's Capital One position peaked at $687K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on TCI Wealth Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.