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Wealthstream Advisors’s Capital One COF Stock Holding History

Wealthstream 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
2025
Q3 		$501K Sell
2,358
-36
-2% -$7.88K 0.08% 87
2025
Q2 		$509K Buy
2,394
+784
+49% +$146K 0.08% 82
2025
Q1 		$289K Hold
1,610
– – 0.05% 119
2024
Q4 		$287K Buy
+1,610
New +$279K 0.05% 118

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Wealthstream Advisors's COF Position: Q3 2025 in Review

Wealthstream Advisors reduced its Capital One (COF) stake by 1.5% in Q3 2025, selling an estimated $7.88K and leaving 2,358 shares worth $501K. The position accounts for 0.08% of the portfolio, ranked #87.

Wealthstream Advisors first reported a position in COF in Q4 2024 and has held it in 4 quarters since. The position peaked at $509K in Q2 2025. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Wealthstream Advisors held 2,358 shares of Capital One worth $501K as of Q3 2025.
  • Wealthstream Advisors sold 36 Capital One shares in Q3 2025, an estimated $7.88K.
  • Capital One made up 0.08% of Wealthstream Advisors's portfolio in Q3 2025, its #87 holding.
  • Wealthstream Advisors first reported a position in Capital One in Q4 2024 and has held it in 4 quarters since.
  • Wealthstream Advisors's Capital One position peaked at $509K in Q2 2025.
  • 1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Wealthstream Advisors's 13F filing for Q3 2025, filed 6 Nov 2025.