Briaud Financial Planning’s Capital One COF Stock Holding History

Briaud Financial Planning’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 Q3	–	Sell	-91	Closed	-$19K	–	79
2025 Q2	$19K	Buy	+91	New	+$17K	0.01%	173

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Briaud Financial Planning's COF Position: Q3 2025 in Review

Briaud Financial Planning sold out of Capital One (COF) in Q3 2025, closing a stake of 91 shares — an estimated $19K sold.

Briaud Financial Planning first reported a position in COF in Q2 2025 and held it in 1 quarter. The position peaked at $19K in Q2 2025. 1,998 funds tracked by Wall St. Rank hold COF as of Q3 2025.

Briaud Financial Planning reported no remaining Capital One position as of Q3 2025 after selling out during the quarter.
Briaud Financial Planning sold 91 Capital One shares in Q3 2025, an estimated $19K.
Briaud Financial Planning first reported a position in Capital One in Q2 2025 and held it in 1 quarter.
Briaud Financial Planning's Capital One position peaked at $19K in Q2 2025.
1,998 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Briaud Financial Planning's 13F filing for Q3 2025, filed 25 Nov 2025.