UAG
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United Advisor Group’s Capital One COF Stock Holding History

United Advisor 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 		$270K Sell
1,481
-40
-3% -$8.37K 0.03% 415
2025
Q4 		$369K Buy
1,521
+380
+33% +$84.6K 0.05% 332
2025
Q3 		$243K Buy
+1,141
New +$250K 0.03% 409

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

United Advisor Group's COF Position: Q1 2026 in Review

United Advisor Group reduced its Capital One (COF) stake by 2.6% in Q1 2026, selling an estimated $8.37K and leaving 1,481 shares worth $270K. The position accounts for 0.03% of the portfolio, ranked #415.

United Advisor Group first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $369K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • United Advisor Group held 1,481 shares of Capital One worth $270K as of Q1 2026.
  • United Advisor Group sold 40 Capital One shares in Q1 2026, an estimated $8.37K.
  • Capital One made up 0.03% of United Advisor Group's portfolio in Q1 2026, its #415 holding.
  • United Advisor Group first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • United Advisor Group's Capital One position peaked at $369K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on United Advisor Group's 13F filing for Q1 2026, filed 17 Apr 2026.