SMART Wealth LLC Buys 7,454 Shares of Capital One Financial

The investment firm added a new position in the financial services provider's stock in Q4 2025.

Apr. 18, 2026 at 10:52am

SMART Wealth LLC purchased a new position in Capital One Financial Corporation (NYSE:COF) in the fourth quarter of 2025, according to a disclosure filed with the Securities and Exchange Commission (SEC). The firm bought 7,454 shares of the financial services provider's stock, valued at approximately $1.8 million.

Why it matters

This transaction represents a new institutional investment in Capital One Financial, which is one of the largest credit card issuers and diversified banking companies in the United States. Tracking institutional ownership changes can provide insights into market sentiment and potential future stock price movements.

The details

In addition to SMART Wealth's new position, other institutional investors and hedge funds also recently added to or reduced their stakes in Capital One Financial. Olistico Wealth LLC, Strive Asset Management LLC, Westfuller Advisors LLC, and NBT Bank N A NY all made purchases or sales of the company's shares during the fourth quarter.

  • SMART Wealth LLC purchased the 7,454 shares in the fourth quarter of 2025.
  • The transaction was disclosed in a filing with the SEC on April 18, 2026.

The players

SMART Wealth LLC

An investment firm that purchased a new position in Capital One Financial Corporation.

Capital One Financial Corporation

A diversified bank holding company headquartered in McLean, Virginia, with core businesses in credit card lending, consumer and commercial banking, and auto finance.

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The takeaway

This transaction highlights the continued institutional interest in Capital One Financial, a major player in the credit card and banking industries. Tracking changes in ownership can provide valuable insights into market sentiment and potential future stock price movements for the company.