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Werba Rubin Papier Wealth Management’s Capital One COF Stock Holding History

Werba Rubin Papier Wealth Management’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 		$309K Sell
1,692
-125
-7% -$26.1K 0.04% 191
2025
Q4 		$440K Buy
1,817
+242
+15% +$53.9K 0.12% 116
2025
Q3 		$335K Buy
1,575
+41
+3% +$8.98K 0.05% 155
2025
Q2 		$326K Buy
+1,534
New +$286K 0.06% 148

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

Werba Rubin Papier Wealth Management's COF Position: Q1 2026 in Review

Werba Rubin Papier Wealth Management reduced its Capital One (COF) stake by 6.9% in Q1 2026, selling an estimated $26.1K and leaving 1,692 shares worth $309K. The position accounts for 0.04% of the portfolio, ranked #191.

Werba Rubin Papier Wealth Management first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $440K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Werba Rubin Papier Wealth Management held 1,692 shares of Capital One worth $309K as of Q1 2026.
  • Werba Rubin Papier Wealth Management sold 125 Capital One shares in Q1 2026, an estimated $26.1K.
  • Capital One made up 0.04% of Werba Rubin Papier Wealth Management's portfolio in Q1 2026, its #191 holding.
  • Werba Rubin Papier Wealth Management first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Werba Rubin Papier Wealth Management's Capital One position peaked at $440K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.