UF
COF icon

Univest Financial’s Capital One COF Stock Holding History

Univest Financial’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 		$440K Buy
2,414
+51
+2% +$10.7K 0.02% 202
2025
Q4 		$573K Buy
2,363
+7
+0.3% +$1.56K 0.03% 189
2025
Q3 		$501K Hold
2,356
– – 0.03% 187
2025
Q2 		$501K Buy
2,356
+1,051
+81% +$196K 0.03% 188
2025
Q1 		$234K Sell
1,305
-302
-19% -$57K 0.02% 249
2024
Q4 		$287K Hold
1,607
– – 0.02% 243
2024
Q3 		$241K Buy
+1,607
New +$229K 0.02% 255

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

Univest Financial's COF Position: Q1 2026 in Review

Univest Financial increased its Capital One (COF) stake by 2.2% in Q1 2026, buying an estimated $10.7K and bringing the position to 2,414 shares worth $440K. The position accounts for 0.02% of the portfolio, ranked #202.

Univest Financial first reported a position in COF in Q3 2024 and has held it in 7 quarters since. The position peaked at $573K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Univest Financial held 2,414 shares of Capital One worth $440K as of Q1 2026.
  • Univest Financial bought 51 Capital One shares in Q1 2026, an estimated $10.7K.
  • Capital One made up 0.02% of Univest Financial's portfolio in Q1 2026, its #202 holding.
  • Univest Financial first reported a position in Capital One in Q3 2024 and has held it in 7 quarters since.
  • Univest Financial's Capital One position peaked at $573K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Univest Financial's 13F filing for Q1 2026, filed 1 May 2026.