Creative Planning
COF icon

Creative Planning’s Capital One COF Stock Holding History

Creative Planning’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
2021
Q3 		– Sell
-100
Closed -$1K – 2136
2021
Q2 		$1K Buy
+100
New +$15.1K ﹤0.01% 2046

Other funds holding COF

BlackRock
BlackRock New York $5.72T 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 $1.56T 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 $75B AUM 11.27% 1-Year Est. Return

Creative Planning's COF Position: Q1 2026 in Review

Creative Planning increased its Capital One (COF) stake by 7.2% in Q1 2026, buying an estimated $3.2M and bringing the position to 226,760 shares worth $41.4M. The position accounts for 0.03% of the portfolio, ranked #250.

Creative Planning first reported a position in COF in Q2 2013 and has held it in 51 quarters since. The position peaked at $51.3M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Creative Planning held 226,760 shares of Capital One worth $41.4M as of Q1 2026.
  • Creative Planning bought 15,279 Capital One shares in Q1 2026, an estimated $3.2M.
  • Capital One made up 0.03% of Creative Planning's portfolio in Q1 2026, its #250 holding.
  • Creative Planning first reported a position in Capital One in Q2 2013 and has held it in 51 quarters since.
  • Creative Planning's Capital One position peaked at $51.3M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.