VSM Wealth Advisory
COF icon

VSM Wealth Advisory’s Capital One COF Stock Holding History

VSM Wealth Advisory’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
Q3 		– Sell
-112
Closed -$22.5K – 180
2026
Q2 		$22.5K Hold
112
– – 0.01% 295
2026
Q1 		$20.4K Hold
112
– – 0.01% 291
2025
Q4 		$77.3K Buy
+112
New +$24.9K 0.02% 161
2025
Q3 		– Sell
-519
Closed -$110K – 456
2025
Q2 		$110K Buy
+519
New +$96.8K 0.04% 129

Other funds holding COF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

VSM Wealth Advisory's COF Position: Q3 2026 in Review

VSM Wealth Advisory sold out of Capital One (COF) in Q3 2026, closing a stake of 112 shares — an estimated $22.5K sold.

VSM Wealth Advisory first reported a position in COF in Q2 2025 and held it in 4 quarters. The position peaked at $110K in Q2 2025. 1,761 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • VSM Wealth Advisory reported no remaining Capital One position as of Q3 2026 after selling out during the quarter.
  • VSM Wealth Advisory sold 112 Capital One shares in Q3 2026, an estimated $22.5K.
  • VSM Wealth Advisory first reported a position in Capital One in Q2 2025 and held it in 4 quarters.
  • VSM Wealth Advisory's Capital One position peaked at $110K in Q2 2025.
  • 1,761 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on VSM Wealth Advisory's 13F filing for Q3 2026, filed 13 Nov 2026.