Cherry Tree Wealth Management’s Capital One COF Stock Holding History

Cherry Tree Wealth Management’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	$21.7K	Hold	113	–	–	﹤0.01%	360
2026 Q2	$22.6K	Hold	113	–	–	﹤0.01%	362
2026 Q1	$20.5K	Hold	113	–	–	﹤0.01%	351
2025 Q4	$27.3K	Buy	113 +105	+1,313%	+$23.4K	0.01%	319
2025 Q3	$1.6K	Hold	8	–	–	﹤0.01%	525
2025 Q2	$1.6K	Hold	8	–	–	﹤0.01%	540
2025 Q1	$1.34K	Hold	8	–	–	﹤0.01%	664
2024 Q4	$1.34K	Hold	8	–	–	﹤0.01%	562
2024 Q3	$1.12K	Hold	8	–	–	﹤0.01%	562
2024 Q2	$1.04K	Hold	8	–	–	﹤0.01%	543
2024 Q1	$1.12K	Hold	8	–	–	﹤0.01%	542
2023 Q4	$984	Hold	8	–	–	﹤0.01%	541
2023 Q3	$728	Hold	8	–	–	﹤0.01%	547
2023 Q2	$821	Buy	+8	New	+$801	﹤0.01%	546

Other funds holding COF

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return

Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

Asset Management One Tokyo, Japan $40B AUM 30.45% 1-Year Est. Return

Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return

Cherry Tree Wealth Management's COF Position: Q3 2026 in Review

Cherry Tree Wealth Management held its Capital One (COF) position steady in Q3 2026 at 113 shares worth $21.7K. The position accounts for ﹤0.01% of the portfolio, ranked #360.

Cherry Tree Wealth Management first reported a position in COF in Q2 2023 and has held it in 14 quarters since. The position peaked at $27.3K in Q4 2025. 751 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Cherry Tree Wealth Management held 113 shares of Capital One worth $21.7K as of Q3 2026.
Cherry Tree Wealth Management left its Capital One share count unchanged in Q3 2026.
Capital One made up ﹤0.01% of Cherry Tree Wealth Management's portfolio in Q3 2026, its #360 holding.
Cherry Tree Wealth Management first reported a position in Capital One in Q2 2023 and has held it in 14 quarters since.
Cherry Tree Wealth Management's Capital One position peaked at $27.3K in Q4 2025.
751 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q3 2026, filed 15 Oct 2026.