Twin Peaks Wealth Advisors’s Capital One COF Stock Holding History

Twin Peaks Wealth 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	$75.1K	Buy	+411	New	+$86K	0.02%	336
2025 Q3	–	Sell	-370	Closed	-$80.3K	–	554
2025 Q2	$80.3K	Sell	370 -969	-72%	-$181K	0.03%	266
2025 Q1	$219K	Buy	1,339 +57	+4%	+$10.8K	0.1%	131
2024 Q4	$229K	Sell	1,282 -121	-9%	-$20.9K	0.1%	130
2024 Q3	$210K	Sell	1,403 -87	-6%	-$12.4K	0.1%	128
2024 Q2	$206K	Buy	+1,490	New	+$209K	0.1%	124

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

Twin Peaks Wealth Advisors's COF Position: Q1 2026 in Review

Twin Peaks Wealth Advisors opened a new position in Capital One (COF) in Q1 2026: 411 shares worth $75.1K. The stake represents 0.02% of the portfolio and ranks #336 among its holdings. This is a return to the name: Twin Peaks Wealth Advisors previously reported a position in COF as recently as Q2 2025.

Twin Peaks Wealth Advisors first reported a position in COF in Q2 2024 and has held it in 6 quarters since. The position peaked at $229K in Q4 2024. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Twin Peaks Wealth Advisors held 411 shares of Capital One worth $75.1K as of Q1 2026.
Capital One was a new Twin Peaks Wealth Advisors position in Q1 2026.
Capital One made up 0.02% of Twin Peaks Wealth Advisors's portfolio in Q1 2026, its #336 holding.
Twin Peaks Wealth Advisors first reported a position in Capital One in Q2 2024 and has held it in 6 quarters since.
Twin Peaks Wealth Advisors's Capital One position peaked at $229K in Q4 2024.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Twin Peaks Wealth Advisors's 13F filing for Q1 2026, filed 8 May 2026.