Williams & Novak’s Capital One COF Stock Holding History

Williams & Novak’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 Q4	–	Sell	-2,194	Closed	-$466K	–	144
2025 Q3	$466K	Buy	+2,194	New	+$480K	0.36%	65

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Williams & Novak's COF Position: Q4 2025 in Review

Williams & Novak sold out of Capital One (COF) in Q4 2025, closing a stake of 2,194 shares — an estimated $466K sold.

Williams & Novak first reported a position in COF in Q3 2025 and held it in 1 quarter. The position peaked at $466K in Q3 2025. 2,204 funds tracked by Wall St. Rank hold COF as of Q4 2025.

Williams & Novak reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
Williams & Novak sold 2,194 Capital One shares in Q4 2025, an estimated $466K.
Williams & Novak first reported a position in Capital One in Q3 2025 and held it in 1 quarter.
Williams & Novak's Capital One position peaked at $466K in Q3 2025.
2,204 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Williams & Novak's 13F filing for Q4 2025, filed 5 Feb 2026.