Superior Planning, LLC’s Capital One COF Stock Holding History

Superior Planning, LLC’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 Q3	$632K	Buy	+3,276	New	+$687K	0.26%	86

Other funds holding COF

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Davis Selected Advisers Tucson, Arizona $23.2B AUM 18.42% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Capital World Investors Los Angeles, California $824B AUM 37.44% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Superior Planning, LLC's COF Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Capital One (COF) in Q3 2026: 3,276 shares worth $632K. The stake represents 0.26% of the portfolio and ranks #86 among its holdings.

1,500 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Superior Planning, LLC held 3,276 shares of Capital One worth $632K as of Q3 2026.
Capital One was a new Superior Planning, LLC position in Q3 2026.
Capital One made up 0.26% of Superior Planning, LLC's portfolio in Q3 2026, its #86 holding.
1,500 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.