WWC
COF icon

Waypoint Wealth Counsel’s Capital One COF Stock Holding History

Waypoint Wealth Counsel’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 		$212K Sell
1,163
-262
-18% -$54.8K 0.11% 209
2025
Q4 		$345K Buy
1,425
+367
+35% +$81.7K 0.13% 167
2025
Q3 		$225K Buy
+1,058
New +$232K 0.09% 226

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

Waypoint Wealth Counsel's COF Position: Q1 2026 in Review

Waypoint Wealth Counsel reduced its Capital One (COF) stake by 18% in Q1 2026, selling an estimated $54.8K and leaving 1,163 shares worth $212K. The position accounts for 0.11% of the portfolio, ranked #209.

Waypoint Wealth Counsel first reported a position in COF in Q3 2025 and has held it in 3 quarters since. The position peaked at $345K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Waypoint Wealth Counsel held 1,163 shares of Capital One worth $212K as of Q1 2026.
  • Waypoint Wealth Counsel sold 262 Capital One shares in Q1 2026, an estimated $54.8K.
  • Capital One made up 0.11% of Waypoint Wealth Counsel's portfolio in Q1 2026, its #209 holding.
  • Waypoint Wealth Counsel first reported a position in Capital One in Q3 2025 and has held it in 3 quarters since.
  • Waypoint Wealth Counsel's Capital One position peaked at $345K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Waypoint Wealth Counsel's 13F filing for Q1 2026, filed 23 Apr 2026.