VCI Wealth Management’s Capital One COF Stock Holding History

VCI Wealth Management’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	$1.67M	Buy	9,132 +306	+3%	+$64K	0.46%	46
2025 Q4	$2.14M	Buy	8,826 +1,373	+18%	+$306K	0.59%	41
2025 Q3	$1.58M	Buy	+7,453	New	+$1.63M	0.48%	41
2024 Q3	–	Sell	-7,357	Closed	-$1.02M	–	103
2024 Q2	$1.02M	Buy	7,357 +2,389	+48%	+$335K	0.5%	50
2024 Q1	$740K	Sell	4,968 -623	-11%	-$84.4K	0.5%	53
2023 Q4	$733K	Buy	+5,591	New	+$603K	0.45%	67

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

VCI Wealth Management's COF Position: Q1 2026 in Review

VCI Wealth Management increased its Capital One (COF) stake by 3.5% in Q1 2026, buying an estimated $64K and bringing the position to 9,132 shares worth $1.67M. The position accounts for 0.46% of the portfolio, ranked #46.

VCI Wealth Management first reported a position in COF in Q4 2023 and has held it in 6 quarters since. The position peaked at $2.14M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

VCI Wealth Management held 9,132 shares of Capital One worth $1.67M as of Q1 2026.
VCI Wealth Management bought 306 Capital One shares in Q1 2026, an estimated $64K.
Capital One made up 0.46% of VCI Wealth Management's portfolio in Q1 2026, its #46 holding.
VCI Wealth Management first reported a position in Capital One in Q4 2023 and has held it in 6 quarters since.
VCI Wealth Management's Capital One position peaked at $2.14M in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on VCI Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.