VisionPoint Advisory Group’s Capital One COF Stock Holding History

VisionPoint Advisory 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	–	Sell	-1,052	Closed	-$255K	–	453
2025 Q4	$255K	Buy	1,052 +88	+9%	+$19.6K	0.05%	334
2025 Q3	$205K	Buy	+964	New	+$211K	0.04%	386
2024 Q2	–	Sell	-24	Closed	-$3.57K	–	826
2024 Q1	$3.57K	Hold	24	–	–	﹤0.01%	598
2023 Q4	$3.15K	Buy	+24	New	+$2.59K	﹤0.01%	561

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

VisionPoint Advisory Group's COF Position: Q1 2026 in Review

VisionPoint Advisory Group sold out of Capital One (COF) in Q1 2026, closing a stake of 1,052 shares — an estimated $255K sold.

VisionPoint Advisory Group first reported a position in COF in Q4 2023 and held it in 4 quarters. The position peaked at $255K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

VisionPoint Advisory Group reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
VisionPoint Advisory Group sold 1,052 Capital One shares in Q1 2026, an estimated $255K.
VisionPoint Advisory Group first reported a position in Capital One in Q4 2023 and held it in 4 quarters.
VisionPoint Advisory Group's Capital One position peaked at $255K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on VisionPoint Advisory Group's 13F filing for Q1 2026, filed 7 May 2026.