CPG
COF icon

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
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

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $74.9B AUM 11.27% 1-Year Est. Return