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Cornerstone Financial Management’s Capital One COF Stock Holding History

Cornerstone Financial 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
Q2 		$25.1K Buy
125
+39
+45% +$7.46K 0.02% 224
2026
Q1 		$15.7K Buy
86
+16
+23% +$3.35K 0.01% 237
2025
Q4 		$17K Buy
+70
New +$15.6K 0.02% 205

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Cornerstone Financial Management's COF Position: Q2 2026 in Review

Cornerstone Financial Management increased its Capital One (COF) stake by 45% in Q2 2026, buying an estimated $7.46K and bringing the position to 125 shares worth $25.1K. The position accounts for 0.02% of the portfolio, ranked #224.

Cornerstone Financial Management first reported a position in COF in Q4 2025 and has held it in 3 quarters since. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Cornerstone Financial Management held 125 shares of Capital One worth $25.1K as of Q2 2026.
  • Cornerstone Financial Management bought 39 Capital One shares in Q2 2026, an estimated $7.46K.
  • Capital One made up 0.02% of Cornerstone Financial Management's portfolio in Q2 2026, its #224 holding.
  • Cornerstone Financial Management first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cornerstone Financial Management's 13F filing for Q2 2026, filed 12 Aug 2026.