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BFC Planning, Inc.’s Capital One COF Stock Holding History

BFC Planning, Inc.’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 		$1.05M Buy
5,229
+355
+7% +$67.9K 0.04% 386
2026
Q1 		$889K Sell
4,874
-86
-2% -$18K 0.04% 391
2025
Q4 		$1.2M Buy
4,960
+1,956
+65% +$435K 0.05% 329
2025
Q3 		$639K Sell
3,004
-636
-17% -$139K 0.05% 322
2025
Q2 		$774K Buy
3,640
+1,820
+100% +$340K 0.06% 271
2025
Q1 		$327K Buy
1,820
+131
+8% +$24.7K 0.03% 445
2024
Q4 		$301K Buy
+1,689
New +$292K 0.03% 473

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BFC Planning, Inc.'s COF Position: Q2 2026 in Review

BFC Planning, Inc. increased its Capital One (COF) stake by 7.3% in Q2 2026, buying an estimated $67.9K and bringing the position to 5,229 shares worth $1.05M. The position accounts for 0.04% of the portfolio, ranked #386.

BFC Planning, Inc. first reported a position in COF in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.2M in Q4 2025. 2,137 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • BFC Planning, Inc. held 5,229 shares of Capital One worth $1.05M as of Q2 2026.
  • BFC Planning, Inc. bought 355 Capital One shares in Q2 2026, an estimated $67.9K.
  • Capital One made up 0.04% of BFC Planning, Inc.'s portfolio in Q2 2026, its #386 holding.
  • BFC Planning, Inc. first reported a position in Capital One in Q4 2024 and has held it in 7 quarters since.
  • BFC Planning, Inc.'s Capital One position peaked at $1.2M in Q4 2025.
  • 2,137 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.