HFP
COF icon

Holistic Financial Partners’s Capital One COF Stock Holding History

Holistic Financial Partners’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
Q1 		– Sell
-1,181
Closed -$286K – 147
2025
Q4 		$286K Sell
1,181
-24
-2% -$5.34K 0.1% 101
2025
Q3 		$256K Buy
1,205
+163
+16% +$35.7K 0.1% 116
2025
Q2 		$222K Buy
+1,042
New +$194K 0.1% 114
2018
Q2 		– Sell
-180
Closed -$17K – 97
2018
Q1 		$17K Buy
180
+4
+2% +$398 0.01% 284
2017
Q4 		$18K Buy
+176
New +$16.1K 0.01% 288

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Holistic Financial Partners's COF Position: Q1 2026 in Review

Holistic Financial Partners sold out of Capital One (COF) in Q1 2026, closing a stake of 1,181 shares — an estimated $286K sold.

Holistic Financial Partners first reported a position in COF in Q4 2017 and held it in 5 quarters. The position peaked at $286K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Holistic Financial Partners reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Holistic Financial Partners sold 1,181 Capital One shares in Q1 2026, an estimated $286K.
  • Holistic Financial Partners first reported a position in Capital One in Q4 2017 and held it in 5 quarters.
  • Holistic Financial Partners's Capital One position peaked at $286K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Holistic Financial Partners's 13F filing for Q1 2026, filed 5 May 2026.