Westover Capital Advisors’s Capital One COF Stock Holding History

Westover Capital 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
2026 Q1	$297K	Sell	1,630 -150	-8%	-$31.4K	0.05%	197
2025 Q4	$431K	Hold	1,780	–	–	0.08%	167
2025 Q3	$378K	Buy	+1,780	New	+$390K	0.07%	171
2018 Q4	–	Sell	-13,989	Closed	-$1.33M	–	118
2018 Q3	$1.33M	Buy	+13,989	New	+$1.36M	0.67%	51
2016 Q2	–	Sell	-7,601	Closed	-$527K	–	82
2016 Q1	$527K	Sell	7,601 -423	-5%	-$28K	0.44%	63
2015 Q4	$579K	Sell	8,024 -1,010	-11%	-$77.4K	0.48%	53
2015 Q3	$655K	Hold	9,034	–	–	0.56%	50
2015 Q2	$795K	Buy	+9,034	New	+$759K	0.63%	48

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

Westover Capital Advisors's COF Position: Q1 2026 in Review

Westover Capital Advisors reduced its Capital One (COF) stake by 8.4% in Q1 2026, selling an estimated $31.4K and leaving 1,630 shares worth $297K. The position accounts for 0.05% of the portfolio, ranked #197.

Westover Capital Advisors first reported a position in COF in Q2 2015 and has held it in 8 quarters since. The position peaked at $1.33M in Q3 2018. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Westover Capital Advisors held 1,630 shares of Capital One worth $297K as of Q1 2026.
Westover Capital Advisors sold 150 Capital One shares in Q1 2026, an estimated $31.4K.
Capital One made up 0.05% of Westover Capital Advisors's portfolio in Q1 2026, its #197 holding.
Westover Capital Advisors first reported a position in Capital One in Q2 2015 and has held it in 8 quarters since.
Westover Capital Advisors's Capital One position peaked at $1.33M in Q3 2018.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Westover Capital Advisors's 13F filing for Q1 2026, filed 5 May 2026.