CT
COF icon

Coastline Trust’s Capital One COF Stock Holding History

Coastline Trust’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 		$6.95K Hold
36
– – ﹤0.01% 329
2026
Q2 		$7.22K Buy
36
+22
+157% +$4.21K ﹤0.01% 378
2026
Q1 		$2.55K Buy
+14
New +$2.93K ﹤0.01% 388

Other funds holding COF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
CFP
Cypress Financial Planning Haddon Heights, New Jersey $373M AUM 6.05% 1-Year Est. Return
WPC
Wedmont Private Capital West Chester, Pennsylvania $4.18B AUM 18.65% 1-Year Est. Return

Coastline Trust's COF Position: Q3 2026 in Review

Coastline Trust held its Capital One (COF) position steady in Q3 2026 at 36 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #329.

Coastline Trust first reported a position in COF in Q1 2026 and has held it in 3 quarters since. The position peaked at $7.22K in Q2 2026. 87 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Coastline Trust held 36 shares of Capital One worth $6.95K as of Q3 2026.
  • Coastline Trust left its Capital One share count unchanged in Q3 2026.
  • Capital One made up ﹤0.01% of Coastline Trust's portfolio in Q3 2026, its #329 holding.
  • Coastline Trust first reported a position in Capital One in Q1 2026 and has held it in 3 quarters since.
  • Coastline Trust's Capital One position peaked at $7.22K in Q2 2026.
  • 87 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Coastline Trust's 13F filing for Q3 2026, filed 1 Oct 2026.