Total Clarity Wealth Management’s Capital One COF Stock Holding History

Total Clarity Wealth Management’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	–	Sell	-1,051	Closed	-$255K	–	319
2025 Q4	$255K	Buy	1,051 +4	+0.4%	+$890	0.06%	257
2025 Q3	$223K	Hold	1,047	–	–	0.06%	260
2025 Q2	$223K	Buy	+1,047	New	+$195K	0.06%	255
2022 Q3	–	Sell	-1,800	Closed	-$188K	–	349
2022 Q2	$188K	Buy	1,800 +200	+13%	+$24.4K	0.1%	213
2022 Q1	$210K	Hold	1,600	–	–	0.12%	209
2021 Q4	$232K	Sell	1,600 -75	-4%	-$11.6K	0.11%	193
2021 Q3	$271K	Buy	1,675 +75	+5%	+$12.2K	0.13%	173
2021 Q2	$248K	Hold	1,600	–	–	0.14%	183
2021 Q1	$204K	Buy	+1,600	New	+$188K	0.12%	174
2020 Q1	–	Sell	-3,250	Closed	-$334K	–	182
2019 Q4	$334K	Buy	+3,250	New	+$313K	0.25%	86

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

Total Clarity Wealth Management's COF Position: Q1 2026 in Review

Total Clarity Wealth Management sold out of Capital One (COF) in Q1 2026, closing a stake of 1,051 shares — an estimated $255K sold.

Total Clarity Wealth Management first reported a position in COF in Q4 2019 and held it in 10 quarters. The position peaked at $334K in Q4 2019. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Total Clarity Wealth Management reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
Total Clarity Wealth Management sold 1,051 Capital One shares in Q1 2026, an estimated $255K.
Total Clarity Wealth Management first reported a position in Capital One in Q4 2019 and held it in 10 quarters.
Total Clarity Wealth Management's Capital One position peaked at $334K in Q4 2019.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Total Clarity Wealth Management's 13F filing for Q1 2026, filed 17 Apr 2026.