Center for Financial Planning’s Capital One COF Stock Holding History

Center for 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
2026 Q2	$3.61K	Hold	18	–	–	﹤0.01%	558
2026 Q1	$3.28K	Hold	18	–	–	﹤0.01%	553
2025 Q4	$4.36K	Hold	18	–	–	﹤0.01%	567
2025 Q3	$3.83K	Hold	18	–	–	﹤0.01%	557
2025 Q2	$3.83K	Buy	+18	New	+$3.36K	﹤0.01%	531
2020 Q2	–	Sell	-53	Closed	-$3K	–	477
2020 Q1	$3K	Buy	53 +50	+1,667%	+$4.4K	﹤0.01%	456
2019 Q4	$0	Buy	+3	New	+$289	﹤0.01%	456

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Center for Financial Planning's COF Position: Q2 2026 in Review

Center for Financial Planning held its Capital One (COF) position steady in Q2 2026 at 18 shares worth $3.61K. The position accounts for ﹤0.01% of the portfolio, ranked #558.

Center for Financial Planning first reported a position in COF in Q4 2019 and has held it in 7 quarters since. The position peaked at $4.36K in Q4 2025. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Center for Financial Planning held 18 shares of Capital One worth $3.61K as of Q2 2026.
Center for Financial Planning left its Capital One share count unchanged in Q2 2026.
Capital One made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #558 holding.
Center for Financial Planning first reported a position in Capital One in Q4 2019 and has held it in 7 quarters since.
Center for Financial Planning's Capital One position peaked at $4.36K in Q4 2025.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.