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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
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

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 $3.37T AUM 44.26% 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 $1.88T AUM 44.46% 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

Green Ridge Wealth Planning's COF Position: Q2 2026 in Review

Green Ridge Wealth Planning held its Capital One (COF) position steady in Q2 2026 at 1,788 shares worth $359K. The position accounts for 0.15% of the portfolio, ranked #62.

Green Ridge Wealth Planning first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $430K in Q4 2025. 2,109 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Green Ridge Wealth Planning held 1,788 shares of Capital One worth $359K as of Q2 2026.
  • Green Ridge Wealth Planning left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.15% of Green Ridge Wealth Planning's portfolio in Q2 2026, its #62 holding.
  • Green Ridge Wealth Planning first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Green Ridge Wealth Planning's Capital One position peaked at $430K in Q4 2025.
  • 2,109 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Green Ridge Wealth Planning's 13F filing for Q2 2026, filed 8 Jul 2026.