Turtle Creek Wealth Advisors’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$632K Buy
3,462
+53
+2% +$11.1K 0.05% 198
2025
Q4
$826K Buy
3,409
+396
+13% +$88.2K 0.07% 175
2025
Q3
$641K Buy
3,013
+728
+32% +$159K 0.06% 186
2025
Q2
$486K Buy
+2,285
New +$426K 0.06% 170
2024
Q1
Sell
-553
Closed -$72.5K 322
2023
Q4
$72.5K Buy
+553
New +$59.6K 0.02% 232

Other funds holding COF

Turtle Creek Wealth Advisors's COF Position: Q1 2026 in Review

Turtle Creek Wealth Advisors increased its Capital One (COF) stake by 1.6% in Q1 2026, buying an estimated $11.1K and bringing the position to 3,462 shares worth $632K. The position accounts for 0.05% of the portfolio, ranked #198.

Turtle Creek Wealth Advisors first reported a position in COF in Q4 2023 and has held it in 5 quarters since. The position peaked at $826K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Turtle Creek Wealth Advisors held 3,462 shares of Capital One worth $632K as of Q1 2026.
  • Turtle Creek Wealth Advisors bought 53 Capital One shares in Q1 2026, an estimated $11.1K.
  • Capital One made up 0.05% of Turtle Creek Wealth Advisors's portfolio in Q1 2026, its #198 holding.
  • Turtle Creek Wealth Advisors first reported a position in Capital One in Q4 2023 and has held it in 5 quarters since.
  • Turtle Creek Wealth Advisors's Capital One position peaked at $826K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

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