Walkner Condon Financial Advisors’s Capital One COF Stock Holding History

Walkner Condon Financial Advisors’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	$258K	Buy	1,415 +17	+1%	+$3.56K	0.03%	271
2025 Q4	$339K	Buy	1,398 +57	+4%	+$12.7K	0.05%	227
2025 Q3	$285K	Sell	1,341 -182	-12%	-$39.8K	0.05%	241
2025 Q2	$324K	Buy	1,523 +216	+17%	+$40.3K	0.06%	207
2025 Q1	$234K	Buy	1,307 +115	+10%	+$21.7K	0.05%	240
2024 Q4	$213K	Buy	+1,192	New	+$206K	0.04%	261
2024 Q3	–	Sell	-1,590	Closed	-$220K	–	267
2024 Q2	$220K	Sell	1,590 -325	-17%	-$45.6K	0.05%	240
2024 Q1	$285K	Buy	1,915 +28	+1%	+$3.79K	0.06%	218
2023 Q4	$247K	Buy	+1,887	New	+$204K	0.06%	231
2023 Q3	–	Sell	-1,870	Closed	-$205K	–	245
2023 Q2	$205K	Buy	+1,870	New	+$187K	0.05%	233

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

Walkner Condon Financial Advisors's COF Position: Q1 2026 in Review

Walkner Condon Financial Advisors increased its Capital One (COF) stake by 1.2% in Q1 2026, buying an estimated $3.56K and bringing the position to 1,415 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #271.

Walkner Condon Financial Advisors first reported a position in COF in Q2 2023 and has held it in 10 quarters since. The position peaked at $339K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Walkner Condon Financial Advisors held 1,415 shares of Capital One worth $258K as of Q1 2026.
Walkner Condon Financial Advisors bought 17 Capital One shares in Q1 2026, an estimated $3.56K.
Capital One made up 0.03% of Walkner Condon Financial Advisors's portfolio in Q1 2026, its #271 holding.
Walkner Condon Financial Advisors first reported a position in Capital One in Q2 2023 and has held it in 10 quarters since.
Walkner Condon Financial Advisors's Capital One position peaked at $339K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Walkner Condon Financial Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.