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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Creative Financial Designs's COF Position: Q1 2026 in Review

Creative Financial Designs increased its Capital One (COF) stake by 8.8% in Q1 2026, buying an estimated $17.8K and bringing the position to 1,055 shares worth $193K. The position accounts for 0.01% of the portfolio, ranked #526.

Creative Financial Designs first reported a position in COF in Q3 2018 and has held it in 13 quarters since. The position peaked at $235K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

Creative Financial Designs held 1,055 shares of Capital One worth $193K as of Q1 2026.
Creative Financial Designs bought 85 Capital One shares in Q1 2026, an estimated $17.8K.
Capital One made up 0.01% of Creative Financial Designs's portfolio in Q1 2026, its #526 holding.
Creative Financial Designs first reported a position in Capital One in Q3 2018 and has held it in 13 quarters since.
Creative Financial Designs's Capital One position peaked at $235K in Q4 2025.
2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Creative Financial Designs's 13F filing for Q1 2026, filed 13 Apr 2026.