Transamerica Financial Advisors’s Capital One COF Stock Holding History

Transamerica Financial 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	$258K	Buy	1,416 +135	+11%	+$28.2K	0.02%	364
2025 Q4	$311K	Buy	1,281 +351	+38%	+$78.1K	0.03%	298
2025 Q3	$198K	Buy	+930	New	+$204K	0.02%	332
2015 Q4	–	Sell	-67	Closed	-$5K	–	830
2015 Q3	$5K	Buy	67 +11	+20%	+$884	﹤0.01%	650
2015 Q2	$5K	Buy	+56	New	+$4.7K	﹤0.01%	693

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

Transamerica Financial Advisors's COF Position: Q1 2026 in Review

Transamerica Financial Advisors increased its Capital One (COF) stake by 11% in Q1 2026, buying an estimated $28.2K and bringing the position to 1,416 shares worth $258K. The position accounts for 0.02% of the portfolio, ranked #364.

Transamerica Financial Advisors first reported a position in COF in Q2 2015 and has held it in 5 quarters since. The position peaked at $311K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Transamerica Financial Advisors held 1,416 shares of Capital One worth $258K as of Q1 2026.
Transamerica Financial Advisors bought 135 Capital One shares in Q1 2026, an estimated $28.2K.
Capital One made up 0.02% of Transamerica Financial Advisors's portfolio in Q1 2026, its #364 holding.
Transamerica Financial Advisors first reported a position in Capital One in Q2 2015 and has held it in 5 quarters since.
Transamerica Financial Advisors's Capital One position peaked at $311K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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