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Turning Point Benefit Group’s Capital One COF Stock Holding History

Turning Point Benefit Group’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 		$246K Sell
1,336
-18
-1% -$3.77K 0.16% 86
2025
Q4 		$328K Buy
1,354
+101
+8% +$22.5K 0.17% 69
2025
Q3 		$267K Buy
1,253
+99
+9% +$21.7K 0.16% 76
2025
Q2 		$246K Buy
+1,154
New +$215K 0.19% 72
2025
Q1 		– Sell
-1,201
Closed -$217K – 67
2024
Q4 		$217K Buy
+1,201
New +$208K 0.21% 61

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Turning Point Benefit Group's COF Position: Q1 2026 in Review

Turning Point Benefit Group reduced its Capital One (COF) stake by 1.3% in Q1 2026, selling an estimated $3.77K and leaving 1,336 shares worth $246K. The position accounts for 0.16% of the portfolio, ranked #86.

Turning Point Benefit Group first reported a position in COF in Q4 2024 and has held it in 5 quarters since. The position peaked at $328K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Turning Point Benefit Group held 1,336 shares of Capital One worth $246K as of Q1 2026.
  • Turning Point Benefit Group sold 18 Capital One shares in Q1 2026, an estimated $3.77K.
  • Capital One made up 0.16% of Turning Point Benefit Group's portfolio in Q1 2026, its #86 holding.
  • Turning Point Benefit Group first reported a position in Capital One in Q4 2024 and has held it in 5 quarters since.
  • Turning Point Benefit Group's Capital One position peaked at $328K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.