Grunden Financial Advisory’s Capital One COF Stock Holding History

Grunden Financial Advisory’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 Q4	$215K	Buy	+886	New	+$197K	0.08%	30

Other funds holding COF

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

Grunden Financial Advisory's COF Position: Q4 2025 in Review

Grunden Financial Advisory opened a new position in Capital One (COF) in Q4 2025: 886 shares worth $215K. The stake represents 0.08% of the portfolio and ranks #30 among its holdings.

2,207 funds tracked by Wall St. Rank hold COF as of Q4 2025.

Grunden Financial Advisory held 886 shares of Capital One worth $215K as of Q4 2025.
Capital One was a new Grunden Financial Advisory position in Q4 2025.
Capital One made up 0.08% of Grunden Financial Advisory's portfolio in Q4 2025, its #30 holding.
2,207 funds tracked by Wall St. Rank held Capital One as of Q4 2025.

Based on Grunden Financial Advisory's 13F filing for Q4 2025, filed 27 Jan 2026.