CFP
COF icon

Cypress Financial Planning’s Capital One COF Stock Holding History

Cypress Financial 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
2026
Q2 		$4.55M Hold
22,701
– – 1.1% 16
2026
Q1 		$4.14M Sell
22,701
-2
-0% -$418 1.14% 15
2025
Q4 		$5.54M Sell
22,703
-100
-0.4% -$22.3K 1.53% 15
2025
Q3 		$4.85M Buy
22,803
+2
+0% +$438 1.48% 16
2025
Q2 		$4.85M Buy
+22,801
New +$4.25M 1.58% 16

Other funds holding COF

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
EOJOAM
E. Ohman J:or Asset Management Stockholm, Sweden $4.3B AUM 29.55% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
BC
Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
PTPFOECYE
PBU - The Pension Fund of Early Childhood & Youth Educators Copenhagen $4.42B AUM
FFM
Fisher Funds Management Auckland, New Zealand $3.52B AUM 17.59% 1-Year Est. Return

Cypress Financial Planning's COF Position: Q2 2026 in Review

Cypress Financial Planning held its Capital One (COF) position steady in Q2 2026 at 22,701 shares worth $4.55M. The position accounts for 1.1% of the portfolio, ranked #16.

Cypress Financial Planning first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $5.54M in Q4 2025. 303 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Cypress Financial Planning held 22,701 shares of Capital One worth $4.55M as of Q2 2026.
  • Cypress Financial Planning left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 1.1% of Cypress Financial Planning's portfolio in Q2 2026, its #16 holding.
  • Cypress Financial Planning first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Cypress Financial Planning's Capital One position peaked at $5.54M in Q4 2025.
  • 303 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Cypress Financial Planning's 13F filing for Q2 2026, filed 9 Jul 2026.