WLG
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Williamson Legacy Group’s Capital One COF Stock Holding History

Williamson Legacy Group’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
-4,981
Closed -$1.06M – 99
2025
Q3 		$1.06M Buy
4,981
+3,461
+228% +$758K 0.82% 61
2025
Q2 		$323K Buy
+1,520
New +$284K 0.27% 93

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Williamson Legacy Group's COF Position: Q4 2025 in Review

Williamson Legacy Group sold out of Capital One (COF) in Q4 2025, closing a stake of 4,981 shares — an estimated $1.06M sold.

Williamson Legacy Group first reported a position in COF in Q2 2025 and held it in 2 quarters. The position peaked at $1.06M in Q3 2025. 2,204 funds tracked by Wall St. Rank hold COF as of Q4 2025.

  • Williamson Legacy Group reported no remaining Capital One position as of Q4 2025 after selling out during the quarter.
  • Williamson Legacy Group sold 4,981 Capital One shares in Q4 2025, an estimated $1.06M.
  • Williamson Legacy Group first reported a position in Capital One in Q2 2025 and held it in 2 quarters.
  • Williamson Legacy Group's Capital One position peaked at $1.06M in Q3 2025.
  • 2,204 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Williamson Legacy Group's 13F filing for Q4 2025, filed 9 Feb 2026.