Wealth Advisors of Tampa Bay’s Capital One COF Stock Holding History

Wealth Advisors of Tampa Bay’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	$1.67M	Hold	9,173	–	–	0.55%	51
2025 Q4	$2.22M	Sell	9,173 -640	-7%	-$142K	0.77%	44
2025 Q3	$2.09M	Buy	9,813 +150	+2%	+$32.8K	0.69%	48
2025 Q2	$2.06M	Sell	9,663 -300	-3%	-$56K	0.78%	47
2025 Q1	$1.79M	Sell	9,963 -85	-0.8%	-$16.1K	0.73%	47
2024 Q4	$1.79M	Sell	10,048 -265	-3%	-$45.9K	0.77%	43
2024 Q3	$1.54M	Sell	10,313 -35	-0.3%	-$4.98K	0.64%	51
2024 Q2	$1.43M	Buy	10,348 +85	+0.8%	+$11.9K	0.67%	49
2024 Q1	$1.53M	Sell	10,263 -3,520	-26%	-$477K	0.73%	50
2023 Q4	$1.81M	Sell	13,783 -14,327	-51%	-$1.55M	0.91%	45
2023 Q3	$2.73M	Buy	28,110 +14,055	+100%	+$1.5M	0.75%	47
2023 Q2	$1.54M	Buy	14,055 +455	+3%	+$45.6K	0.84%	44
2023 Q1	$1.31M	Buy	13,600 +450	+3%	+$47.1K	0.75%	46
2022 Q4	$1.22M	Buy	13,150 +1,285	+11%	+$126K	0.76%	47
2022 Q3	$1.09M	Sell	11,865 -10,035	-46%	-$1.07M	0.75%	47
2022 Q2	$2.28M	Buy	21,900 +12,300	+128%	+$1.5M	0.7%	47
2022 Q1	$1.26M	Buy	+9,600	New	+$1.4M	0.34%	62

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Wealth Advisors of Tampa Bay's COF Position: Q1 2026 in Review

Wealth Advisors of Tampa Bay held its Capital One (COF) position steady in Q1 2026 at 9,173 shares worth $1.67M. The position accounts for 0.55% of the portfolio, ranked #51.

Wealth Advisors of Tampa Bay first reported a position in COF in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.73M in Q3 2023. 2,069 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Wealth Advisors of Tampa Bay held 9,173 shares of Capital One worth $1.67M as of Q1 2026.
Wealth Advisors of Tampa Bay left its Capital One share count unchanged in Q1 2026.
Capital One made up 0.55% of Wealth Advisors of Tampa Bay's portfolio in Q1 2026, its #51 holding.
Wealth Advisors of Tampa Bay first reported a position in Capital One in Q1 2022 and has held it in 17 quarters since.
Wealth Advisors of Tampa Bay's Capital One position peaked at $2.73M in Q3 2023.
2,069 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Wealth Advisors of Tampa Bay's 13F filing for Q1 2026, filed 14 May 2026.