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WealthShield Partners’s Capital One COF Stock Holding History

WealthShield Partners’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 		$223K Buy
+1,224
New +$256K 0.02% 328
2021
Q2 		– Sell
-64
Closed -$8K – 839
2021
Q1 		$8K Buy
+64
New +$7.54K ﹤0.01% 850

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

WealthShield Partners's COF Position: Q1 2026 in Review

WealthShield Partners opened a new position in Capital One (COF) in Q1 2026: 1,224 shares worth $223K. The stake represents 0.02% of the portfolio and ranks #328 among its holdings. This is a return to the name: WealthShield Partners previously reported a position in COF as recently as Q1 2021.

WealthShield Partners first reported a position in COF in Q1 2021 and has held it in 2 quarters since. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • WealthShield Partners held 1,224 shares of Capital One worth $223K as of Q1 2026.
  • Capital One was a new WealthShield Partners position in Q1 2026.
  • Capital One made up 0.02% of WealthShield Partners's portfolio in Q1 2026, its #328 holding.
  • WealthShield Partners first reported a position in Capital One in Q1 2021 and has held it in 2 quarters since.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on WealthShield Partners's 13F filing for Q1 2026, filed 1 May 2026.