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Wealthspire Advisors (New York)’s Capital One COF Stock Holding History

Wealthspire Advisors (New York)’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 		$2.36M Sell
12,917
-5,171
-29% -$1.08M 0.02% 263
2025
Q4 		$4.38M Buy
18,088
+4,334
+32% +$965K 0.03% 179
2025
Q3 		$2.92M Buy
13,754
+1,519
+12% +$333K 0.02% 222
2025
Q2 		$2.6M Buy
12,235
+5,302
+76% +$989K 0.01% 241
2025
Q1 		$1.24M Sell
6,933
-66
-0.9% -$12.5K 0.01% 344
2024
Q4 		$1.25M Buy
6,999
+1,938
+38% +$335K 0.01% 328
2024
Q3 		$758K Sell
5,061
-80
-2% -$11.4K 0.01% 420
2024
Q2 		$712K Sell
5,141
-38
-0.7% -$5.33K 0.01% 368
2024
Q1 		$771K Buy
5,179
+117
+2% +$15.8K 0.01% 351
2023
Q4 		$664K Sell
5,062
-7,337
-59% -$791K 0.01% 375
2023
Q3 		$1.2M Sell
12,399
-336
-3% -$35.9K 0.02% 254
2023
Q2 		$1.39M Sell
12,735
-58
-0.5% -$5.81K 0.02% 202
2023
Q1 		$1.23M Buy
12,793
+2,413
+23% +$253K 0.02% 215
2022
Q4 		$965K Buy
10,380
+6,560
+172% +$645K 0.02% 268
2022
Q3 		$352K Buy
3,820
+615
+19% +$65.5K 0.01% 388
2022
Q2 		$334K Sell
3,205
-6,783
-68% -$829K 0.01% 376
2022
Q1 		$1.31M Buy
9,988
+6,293
+170% +$918K 0.03% 164
2021
Q4 		$536K Sell
3,695
-89
-2% -$13.8K 0.01% 311
2021
Q3 		$613K Buy
3,784
+2,436
+181% +$398K 0.01% 317
2021
Q2 		$209K Sell
1,348
-4,841
-78% -$730K 0.01% 351
2021
Q1 		$787K Buy
6,189
+2,805
+83% +$330K 0.02% 304
2020
Q4 		$335K Buy
+3,384
New +$288K 0.01% 402
2019
Q1 		– Sell
-323
Closed -$24K – 200
2018
Q4 		$24K Buy
+323
New +$28K ﹤0.01% 300

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

Wealthspire Advisors (New York)'s COF Position: Q1 2026 in Review

Wealthspire Advisors (New York) reduced its Capital One (COF) stake by 29% in Q1 2026, selling an estimated $1.08M and leaving 12,917 shares worth $2.36M. The position accounts for 0.02% of the portfolio, ranked #263.

Wealthspire Advisors (New York) first reported a position in COF in Q4 2018 and has held it in 23 quarters since. The position peaked at $4.38M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Wealthspire Advisors (New York) held 12,917 shares of Capital One worth $2.36M as of Q1 2026.
  • Wealthspire Advisors (New York) sold 5,171 Capital One shares in Q1 2026, an estimated $1.08M.
  • Capital One made up 0.02% of Wealthspire Advisors (New York)'s portfolio in Q1 2026, its #263 holding.
  • Wealthspire Advisors (New York) first reported a position in Capital One in Q4 2018 and has held it in 23 quarters since.
  • Wealthspire Advisors (New York)'s Capital One position peaked at $4.38M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q1 2026, filed 1 May 2026.