FGC
COF icon

Financial Gravity Companies’s Capital One COF Stock Holding History

Financial Gravity Companies’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
2025
Q2 		$7.02K Buy
+33
New +$6.16K ﹤0.01% 632
2024
Q4 		$5.88K Sell
33
-22
-40% -$3.81K ﹤0.01% 658
2024
Q3 		$8.23K Buy
+55
New +$7.83K ﹤0.01% 382
2018
Q4 		$0 Buy
+4
New +$346 ﹤0.01% 1387
2018
Q1 		$1K Buy
14
+9
+180% +$896 ﹤0.01% 1093
2017
Q4 		$1K Buy
+5
New +$456 ﹤0.01% 1070

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Financial Gravity Companies's COF Position: Q2 2025 in Review

Financial Gravity Companies opened a new position in Capital One (COF) in Q2 2025: 33 shares worth $7.02K. The stake represents ﹤0.01% of the portfolio and ranks #632 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in COF as recently as Q4 2024.

Financial Gravity Companies first reported a position in COF in Q4 2017 and has held it in 6 quarters since. The position peaked at $8.23K in Q3 2024. 1,959 funds tracked by Wall St. Rank hold COF as of Q2 2025.

  • Financial Gravity Companies held 33 shares of Capital One worth $7.02K as of Q2 2025.
  • Capital One was a new Financial Gravity Companies position in Q2 2025.
  • Capital One made up ﹤0.01% of Financial Gravity Companies's portfolio in Q2 2025, its #632 holding.
  • Financial Gravity Companies first reported a position in Capital One in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Capital One position peaked at $8.23K in Q3 2024.
  • 1,959 funds tracked by Wall St. Rank held Capital One as of Q2 2025.

Based on Financial Gravity Companies's 13F filing for Q2 2025, filed 8 Aug 2025.