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

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 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 Planning's COF Position: Q2 2026 in Review

Creative Planning increased its Capital One (COF) stake by 19% in Q2 2026, buying an estimated $8.45M and bringing the position to 270,916 shares worth $54.4M. The position accounts for 0.03% of the portfolio, ranked #226.

Creative Planning first reported a position in COF in Q2 2013 and has held it in 52 quarters since. 2,119 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Creative Planning held 270,916 shares of Capital One worth $54.4M as of Q2 2026.
Creative Planning bought 44,156 Capital One shares in Q2 2026, an estimated $8.45M.
Capital One made up 0.03% of Creative Planning's portfolio in Q2 2026, its #226 holding.
Creative Planning first reported a position in Capital One in Q2 2013 and has held it in 52 quarters since.
2,119 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.