Creative Financial Designs’s Capital One COF Stock Holding History

Creative Financial Designs’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	$256K	Buy	1,275 +220	+21%	+$42.1K	0.01%	552
2026 Q1	$193K	Buy	1,055 +85	+9%	+$17.8K	0.01%	526
2025 Q4	$235K	Buy	970 +78	+9%	+$17.4K	0.01%	443
2025 Q3	$190K	Buy	892 +101	+13%	+$22.1K	0.01%	483
2025 Q2	$168K	Buy	791 +23	+3%	+$4.29K	0.01%	534
2025 Q1	$138K	Buy	768 +394	+105%	+$74.4K	0.01%	540
2024 Q4	$66.7K	Buy	374 +85	+29%	+$14.7K	0.01%	703
2024 Q3	$43.3K	Buy	289 +166	+135%	+$23.6K	﹤0.01%	815
2024 Q2	$17K	Buy	123 +47	+62%	+$6.59K	﹤0.01%	1035
2024 Q1	$11.3K	Sell	76 -2	-3%	-$271	﹤0.01%	1104
2023 Q4	$10.2K	Buy	78 +52	+200%	+$5.61K	﹤0.01%	1089
2023 Q3	$2.52K	Hold	26	–	–	﹤0.01%	1301
2023 Q2	$2.84K	Buy	+26	New	+$2.6K	﹤0.01%	1264
2018 Q4	–	Sell	-1	Closed	–	–	613
2018 Q3	$0	Buy	+1	New	+$97	﹤0.01%	752

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Creative Financial Designs's COF Position: Q2 2026 in Review

Creative Financial Designs increased its Capital One (COF) stake by 21% in Q2 2026, buying an estimated $42.1K and bringing the position to 1,275 shares worth $256K. The position accounts for 0.01% of the portfolio, ranked #552.

Creative Financial Designs first reported a position in COF in Q3 2018 and has held it in 14 quarters since. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Creative Financial Designs held 1,275 shares of Capital One worth $256K as of Q2 2026.
Creative Financial Designs bought 220 Capital One shares in Q2 2026, an estimated $42.1K.
Capital One made up 0.01% of Creative Financial Designs's portfolio in Q2 2026, its #552 holding.
Creative Financial Designs first reported a position in Capital One in Q3 2018 and has held it in 14 quarters since.
2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Creative Financial Designs's 13F filing for Q2 2026, filed 28 Jul 2026.