Hoxton Planning & Management
COF icon

Hoxton Planning & Management’s Capital One COF Stock Holding History

Hoxton Planning & Management’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 		$429K Sell
2,222
-28
-1% -$5.88K 0.11% 133
2026
Q2 		$451K Buy
2,250
+41
+2% +$7.84K 0.12% 136
2026
Q1 		$403K Sell
2,209
-26
-1% -$5.44K 0.12% 129
2025
Q4 		$542K Buy
2,235
+24
+1% +$5.34K 0.16% 104
2025
Q3 		$470K Buy
2,211
+789
+55% +$173K 0.15% 116
2025
Q2 		$303K Buy
+1,422
New +$265K 0.1% 154

Other funds holding COF

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $187B AUM 13.73% 1-Year Est. Return

Hoxton Planning & Management's COF Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Capital One (COF) stake by 1.2% in Q3 2026, selling an estimated $5.88K and leaving 2,222 shares worth $429K. The position accounts for 0.11% of the portfolio, ranked #133.

Hoxton Planning & Management first reported a position in COF in Q2 2025 and has held it in 6 quarters since. The position peaked at $542K in Q4 2025. 1,761 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Hoxton Planning & Management held 2,222 shares of Capital One worth $429K as of Q3 2026.
  • Hoxton Planning & Management sold 28 Capital One shares in Q3 2026, an estimated $5.88K.
  • Capital One made up 0.11% of Hoxton Planning & Management's portfolio in Q3 2026, its #133 holding.
  • Hoxton Planning & Management first reported a position in Capital One in Q2 2025 and has held it in 6 quarters since.
  • Hoxton Planning & Management's Capital One position peaked at $542K in Q4 2025.
  • 1,761 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.