V
COF icon

ViaWealth’s Capital One COF Stock Holding History

ViaWealth’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 		$579K Buy
3,173
+1,107
+54% +$232K 0.32% 90
2025
Q4 		$501K Buy
2,066
+5
+0.2% +$1.11K 0.28% 98
2025
Q3 		$438K Sell
2,061
-147
-7% -$32.2K 0.24% 109
2025
Q2 		$470K Buy
2,208
+55
+3% +$10.3K 0.28% 101
2025
Q1 		$386K Buy
2,153
+452
+27% +$85.4K 0.24% 113
2024
Q4 		$303K Sell
1,701
-598
-26% -$104K 0.18% 125
2024
Q3 		$344K Buy
2,299
+4
+0.2% +$570 0.2% 125
2024
Q2 		$318K Buy
2,295
+6
+0.3% +$842 0.2% 128
2024
Q1 		$341K Sell
2,289
-90
-4% -$12.2K 0.21% 124
2023
Q4 		$312K Sell
2,379
-651
-21% -$70.2K 0.21% 127
2023
Q3 		$294K Sell
3,030
-216
-7% -$23.1K 0.22% 132
2023
Q2 		$355K Buy
3,246
+90
+3% +$9.01K 0.26% 121
2023
Q1 		$303K Buy
3,156
+698
+28% +$73.1K 0.24% 125
2022
Q4 		$240K Buy
+2,458
New +$242K 0.2% 140

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

ViaWealth's COF Position: Q1 2026 in Review

ViaWealth increased its Capital One (COF) stake by 54% in Q1 2026, buying an estimated $232K and bringing the position to 3,173 shares worth $579K. The position accounts for 0.32% of the portfolio, ranked #90.

ViaWealth first reported a position in COF in Q4 2022 and has held it in 14 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • ViaWealth held 3,173 shares of Capital One worth $579K as of Q1 2026.
  • ViaWealth bought 1,107 Capital One shares in Q1 2026, an estimated $232K.
  • Capital One made up 0.32% of ViaWealth's portfolio in Q1 2026, its #90 holding.
  • ViaWealth first reported a position in Capital One in Q4 2022 and has held it in 14 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on ViaWealth's 13F filing for Q1 2026, filed 11 May 2026.