Tradition Wealth Management’s Capital One COF Stock Holding History

Tradition 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	$212K	Buy	1,162 +16	+1%	+$3.35K	0.02%	464
2025 Q4	$278K	Buy	+1,146	New	+$255K	0.02%	397
2024 Q1	–	Sell	-91	Closed	-$12K	–	534
2023 Q4	$12K	Buy	+91	New	+$9.82K	﹤0.01%	956
2021 Q2	–	Sell	-300	Closed	-$38K	–	1170
2021 Q1	$38K	Buy	+300	New	+$35.3K	0.01%	491

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

Tradition Wealth Management's COF Position: Q1 2026 in Review

Tradition Wealth Management increased its Capital One (COF) stake by 1.4% in Q1 2026, buying an estimated $3.35K and bringing the position to 1,162 shares worth $212K. The position accounts for 0.02% of the portfolio, ranked #464.

Tradition Wealth Management first reported a position in COF in Q1 2021 and has held it in 4 quarters since. The position peaked at $278K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Tradition Wealth Management held 1,162 shares of Capital One worth $212K as of Q1 2026.
Tradition Wealth Management bought 16 Capital One shares in Q1 2026, an estimated $3.35K.
Capital One made up 0.02% of Tradition Wealth Management's portfolio in Q1 2026, its #464 holding.
Tradition Wealth Management first reported a position in Capital One in Q1 2021 and has held it in 4 quarters since.
Tradition Wealth Management's Capital One position peaked at $278K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.