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
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

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 Planning Group's COF Position: Q2 2026 in Review

Cornerstone Planning Group reduced its Capital One (COF) stake by 0.71% in Q2 2026, selling an estimated $383 and leaving 280 shares worth $56.3K. The position accounts for 0.01% of the portfolio, ranked #379.

Cornerstone Planning Group first reported a position in COF in Q3 2023 and has held it in 12 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Cornerstone Planning Group held 280 shares of Capital One worth $56.3K as of Q2 2026.
  • Cornerstone Planning Group sold 2 Capital One shares in Q2 2026, an estimated $383.
  • Capital One made up 0.01% of Cornerstone Planning Group's portfolio in Q2 2026, its #379 holding.
  • Cornerstone Planning Group first reported a position in Capital One in Q3 2023 and has held it in 12 quarters since.
  • 2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cornerstone Planning Group's 13F filing for Q2 2026, filed 29 Jul 2026.