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Essential Planning’s Capital One COF Stock Holding History

Essential 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
Q1 		– Sell
-858
Closed -$208K – 88
2025
Q4 		$208K Buy
+858
New +$191K 0.07% 89
2025
Q1 		– Sell
-11,682
Closed -$2.02M – 117
2024
Q4 		$2.02M Buy
+11,682
New +$2.02M 0.01% 194

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

Essential Planning's COF Position: Q1 2026 in Review

Essential Planning sold out of Capital One (COF) in Q1 2026, closing a stake of 858 shares — an estimated $208K sold.

Essential Planning first reported a position in COF in Q4 2024 and held it in 2 quarters. The position peaked at $2.02M in Q4 2024. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Essential Planning reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Essential Planning sold 858 Capital One shares in Q1 2026, an estimated $208K.
  • Essential Planning first reported a position in Capital One in Q4 2024 and held it in 2 quarters.
  • Essential Planning's Capital One position peaked at $2.02M in Q4 2024.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Essential Planning's 13F filing for Q1 2026, filed 23 Apr 2026.