Westside Investment Management’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$168K Sell
925
-2
-0.2% -$418 0.03% 318
2025
Q4
$228K Buy
927
+9
+1% +$2K 0.04% 263
2025
Q3
$196K Buy
918
+259
+39% +$56.7K 0.03% 293
2025
Q2
$141K Buy
659
+259
+65% +$48.3K 0.03% 295
2025
Q1
$71.7K Hold
400
0.02% 354
2024
Q4
$71.3K Hold
400
0.02% 355
2024
Q3
$59.9K Hold
400
0.01% 376
2024
Q2
$55.4K Hold
400
0.01% 372
2024
Q1
$59.6K Hold
400
0.01% 355
2023
Q4
$52.4K Hold
400
0.01% 354
2023
Q3
$38.8K Hold
400
0.01% 383
2023
Q2
$43.7K Hold
400
0.01% 372
2023
Q1
$38.5K Hold
400
0.01% 391
2022
Q4
$37 Hold
400
﹤0.01% 443
2022
Q3
$36 Hold
400
﹤0.01% 440
2022
Q2
$41 Hold
400
﹤0.01% 421
2022
Q1
$52 Hold
400
﹤0.01% 413
2021
Q4
$58 Hold
400
﹤0.01% 389
2021
Q3
$64 Hold
400
﹤0.01% 371
2021
Q2
$61 Hold
400
﹤0.01% 367
2021
Q1
$50 Hold
400
﹤0.01% 370
2020
Q4
$39 Hold
400
﹤0.01% 366
2020
Q3
$28 Hold
400
﹤0.01% 387
2020
Q2
$25 Sell
400
-400
-50% -$24.9K ﹤0.01% 379
2020
Q1
$40 Buy
+800
New +$70.3K ﹤0.01% 344
2019
Q2
$72 Buy
+800
New +$71.5K ﹤0.01% 281
2018
Q4
$75.6K Sell
1,000
-925
-48% -$80.1K 0.03% 244
2018
Q3
$183K Buy
1,925
+8
+0.4% +$778 0.06% 155
2018
Q2
$180K Sell
1,917
-5
-0.3% -$473 0.06% 168
2018
Q1
$180K Buy
1,922
+90
+5% +$8.96K 0.1% 159
2017
Q4
$185K Sell
1,832
-17
-0.9% -$1.55K 0.1% 158
2017
Q3
$161K Buy
1,849
+104
+6% +$8.57K 0.1% 155
2017
Q2
$143K Buy
1,745
+566
+48% +$46K 0.09% 161
2017
Q1
$99.2K Buy
1,179
+300
+34% +$26.7K 0.05% 193
2016
Q4
$78.4K Buy
+879
New +$70.9K 0.05% 156

Other funds holding COF

Westside Investment Management's COF Position: Q1 2026 in Review

Westside Investment Management reduced its Capital One (COF) stake by 0.22% in Q1 2026, selling an estimated $418 and leaving 925 shares worth $168K. The position accounts for 0.03% of the portfolio, ranked #318.

Westside Investment Management first reported a position in COF in Q4 2016 and has held it in 35 quarters since. The position peaked at $228K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Westside Investment Management held 925 shares of Capital One worth $168K as of Q1 2026.
  • Westside Investment Management sold 2 Capital One shares in Q1 2026, an estimated $418.
  • Capital One made up 0.03% of Westside Investment Management's portfolio in Q1 2026, its #318 holding.
  • Westside Investment Management first reported a position in Capital One in Q4 2016 and has held it in 35 quarters since.
  • Westside Investment Management's Capital One position peaked at $228K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Westside Investment Management's 13F filing for Q1 2026, filed 4 May 2026.