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Green Ridge Wealth Planning’s Capital One COF Stock Holding History

Green Ridge Wealth 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
Q3 		$343K Sell
1,775
-13
-0.7% -$2.73K 0.14% 63
2026
Q2 		$359K Hold
1,788
– – 0.15% 62
2026
Q1 		$326K Buy
1,788
+13
+0.7% +$2.72K 0.17% 56
2025
Q4 		$430K Buy
+1,775
New +$395K 0.22% 52

Other funds holding COF

MSV
MN Services Vermogensbeheer The Hague, Netherlands $13.4B AUM 37.34% 1-Year Est. Return
PNC
Park National Corp Newark, Ohio $3.69B AUM 18.32% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
GI
GAMMA Investing Foster City, California $2.96B AUM 34.38% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
DM
Diversified Management Milwaukee, Wisconsin $573M AUM 24.64% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return

Green Ridge Wealth Planning's COF Position: Q3 2026 in Review

Green Ridge Wealth Planning reduced its Capital One (COF) stake by 0.73% in Q3 2026, selling an estimated $2.73K and leaving 1,775 shares worth $343K. The position accounts for 0.14% of the portfolio, ranked #63.

Green Ridge Wealth Planning first reported a position in COF in Q4 2025 and has held it in 4 quarters since. The position peaked at $430K in Q4 2025. 68 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Green Ridge Wealth Planning held 1,775 shares of Capital One worth $343K as of Q3 2026.
  • Green Ridge Wealth Planning sold 13 Capital One shares in Q3 2026, an estimated $2.73K.
  • Capital One made up 0.14% of Green Ridge Wealth Planning's portfolio in Q3 2026, its #63 holding.
  • Green Ridge Wealth Planning first reported a position in Capital One in Q4 2025 and has held it in 4 quarters since.
  • Green Ridge Wealth Planning's Capital One position peaked at $430K in Q4 2025.
  • 68 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q3 2026, filed 8 Oct 2026.