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Holistic Planning’s Capital One COF Stock Holding History

Holistic 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 		$335K Buy
1,670
+74
+5% +$14.2K 0.05% 260
2026
Q1 		$291K Buy
1,596
+3
+0.2% +$628 0.06% 240
2025
Q4 		$386K Sell
1,593
-106
-6% -$23.6K 0.08% 197
2025
Q3 		$361K Buy
1,699
+2
+0.1% +$438 0.09% 165
2025
Q2 		$361K Buy
+1,697
New +$317K 0.1% 154

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

Holistic Planning's COF Position: Q2 2026 in Review

Holistic Planning increased its Capital One (COF) stake by 4.6% in Q2 2026, buying an estimated $14.2K and bringing the position to 1,670 shares worth $335K. The position accounts for 0.05% of the portfolio, ranked #260.

Holistic Planning first reported a position in COF in Q2 2025 and has held it in 5 quarters since. The position peaked at $386K in Q4 2025. 2,118 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Holistic Planning held 1,670 shares of Capital One worth $335K as of Q2 2026.
  • Holistic Planning bought 74 Capital One shares in Q2 2026, an estimated $14.2K.
  • Capital One made up 0.05% of Holistic Planning's portfolio in Q2 2026, its #260 holding.
  • Holistic Planning first reported a position in Capital One in Q2 2025 and has held it in 5 quarters since.
  • Holistic Planning's Capital One position peaked at $386K in Q4 2025.
  • 2,118 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.