WealthTrust Axiom’s Capital One COF Stock Holding History

WealthTrust Axiom’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	–	Sell	-1,048	Closed	-$254K	–	291
2025 Q4	$254K	Hold	1,048	–	–	0.07%	223
2025 Q3	$223K	Hold	1,048	–	–	0.06%	237
2025 Q2	$223K	Buy	+1,048	New	+$196K	0.07%	224

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

WealthTrust Axiom's COF Position: Q1 2026 in Review

WealthTrust Axiom sold out of Capital One (COF) in Q1 2026, closing a stake of 1,048 shares — an estimated $254K sold.

WealthTrust Axiom first reported a position in COF in Q2 2025 and held it in 3 quarters. The position peaked at $254K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

WealthTrust Axiom reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
WealthTrust Axiom sold 1,048 Capital One shares in Q1 2026, an estimated $254K.
WealthTrust Axiom first reported a position in Capital One in Q2 2025 and held it in 3 quarters.
WealthTrust Axiom's Capital One position peaked at $254K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on WealthTrust Axiom's 13F filing for Q1 2026, filed 11 May 2026.