Financial Life Planners’s Capital One COF Stock Holding History

Financial Life Planners’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	$72.2K	Buy	360 +2	+0.6%	+$383	0.05%	103
2026 Q1	$65.4K	Buy	+358	New	+$74.9K	0.05%	101
2025 Q4	–	Sell	-356	Closed	-$75.6K	–	113
2025 Q3	$75.6K	Buy	+356	New	+$77.9K	0.05%	105
2025 Q1	–	Sell	-103	Closed	-$18.4K	–	146
2024 Q4	$18.4K	Buy	+103	New	+$17.8K	0.02%	216

Other funds holding COF

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

GIA

Gateway Investment Advisers Cincinnati, Ohio $10.1B AUM 40.26% 1-Year Est. Return

Burney Company Reston, Virginia $3.71B AUM 37.66% 1-Year Est. Return

Financial Life Planners's COF Position: Q2 2026 in Review

Financial Life Planners increased its Capital One (COF) stake by 0.56% in Q2 2026, buying an estimated $383 and bringing the position to 360 shares worth $72.2K. The position accounts for 0.05% of the portfolio, ranked #103.

Financial Life Planners first reported a position in COF in Q4 2024 and has held it in 4 quarters since. The position peaked at $75.6K in Q3 2025. 445 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Financial Life Planners held 360 shares of Capital One worth $72.2K as of Q2 2026.
Financial Life Planners bought 2 Capital One shares in Q2 2026, an estimated $383.
Capital One made up 0.05% of Financial Life Planners's portfolio in Q2 2026, its #103 holding.
Financial Life Planners first reported a position in Capital One in Q4 2024 and has held it in 4 quarters since.
Financial Life Planners's Capital One position peaked at $75.6K in Q3 2025.
445 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.