Cornerstone Planning Group’s Capital One COF Stock Holding History

Cornerstone Planning Group’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	–	Sell	-280	Closed	-$56.3K	–	464
2026 Q2	$56.3K	Sell	280 -2	-0.7%	-$383	0.01%	379
2026 Q1	$53.3K	Buy	282 +45	+19%	+$9.41K	0.01%	388
2025 Q4	$51.8K	Buy	237 +1	+0.4%	+$223	0.01%	339
2025 Q3	$51.5K	Buy	236 +120	+103%	+$26.3K	0.01%	335
2025 Q2	$24.6K	Buy	116 +67	+137%	+$12.5K	0.01%	374
2025 Q1	$8.65K	Buy	49 +33	+206%	+$6.23K	﹤0.01%	612
2024 Q4	$3.24K	Buy	16 +3	+23%	+$519	﹤0.01%	670
2024 Q3	$2.12K	Buy	13 +5	+63%	+$712	﹤0.01%	758
2024 Q2	$1.05K	Buy	8 +4	+100%	+$561	﹤0.01%	925
2024 Q1	$570	Hold	4	–	–	﹤0.01%	899
2023 Q4	$524	Hold	4	–	–	﹤0.01%	774
2023 Q3	$388	Buy	+4	New	+$428	﹤0.01%	932

Other funds holding COF

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

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

Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return

Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Cornerstone Planning Group's COF Position: Q3 2026 in Review

Cornerstone Planning Group sold out of Capital One (COF) in Q3 2026, closing a stake of 280 shares — an estimated $56.3K sold.

Cornerstone Planning Group first reported a position in COF in Q3 2023 and held it in 12 quarters. The position peaked at $56.3K in Q2 2026. 545 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Cornerstone Planning Group reported no remaining Capital One position as of Q3 2026 after selling out during the quarter.
Cornerstone Planning Group sold 280 Capital One shares in Q3 2026, an estimated $56.3K.
Cornerstone Planning Group first reported a position in Capital One in Q3 2023 and held it in 12 quarters.
Cornerstone Planning Group's Capital One position peaked at $56.3K in Q2 2026.
545 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.