Capital Planning Advisors’s Capital One COF Stock Holding History

Capital Planning Advisors’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 Q1	$387K	Buy	+2,121	New	+$444K	0.06%	112

Other funds holding COF

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

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

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

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Capital Planning Advisors's COF Position: Q1 2026 in Review

Capital Planning Advisors opened a new position in Capital One (COF) in Q1 2026: 2,121 shares worth $387K. The stake represents 0.06% of the portfolio and ranks #112 among its holdings.

2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Capital Planning Advisors held 2,121 shares of Capital One worth $387K as of Q1 2026.
Capital One was a new Capital Planning Advisors position in Q1 2026.
Capital One made up 0.06% of Capital Planning Advisors's portfolio in Q1 2026, its #112 holding.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Capital Planning Advisors's 13F filing for Q1 2026, filed 14 May 2026.