KFP
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Kerr Financial Planning’s Capital One COF Stock Holding History

Kerr Financial 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 		$54.2K Buy
271
+1
+0.4% +$191 0.06% 177
2026
Q1 		$51.9K Sell
270
-33
-11% -$6.9K 0.04% 175
2025
Q4 		$65.8K Sell
303
-70
-19% -$15.6K 0.09% 157
2025
Q3 		$77.7K Buy
+373
New +$81.7K 0.11% 134

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

Kerr Financial Planning's COF Position: Q2 2026 in Review

Kerr Financial Planning increased its Capital One (COF) stake by 0.37% in Q2 2026, buying an estimated $191 and bringing the position to 271 shares worth $54.2K. The position accounts for 0.06% of the portfolio, ranked #177.

Kerr Financial Planning first reported a position in COF in Q3 2025 and has held it in 4 quarters since. The position peaked at $77.7K in Q3 2025. 2,111 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Kerr Financial Planning held 271 shares of Capital One worth $54.2K as of Q2 2026.
  • Kerr Financial Planning bought 1 Capital One share in Q2 2026, an estimated $191.
  • Capital One made up 0.06% of Kerr Financial Planning's portfolio in Q2 2026, its #177 holding.
  • Kerr Financial Planning first reported a position in Capital One in Q3 2025 and has held it in 4 quarters since.
  • Kerr Financial Planning's Capital One position peaked at $77.7K in Q3 2025.
  • 2,111 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Kerr Financial Planning's 13F filing for Q2 2026, filed 2 Jul 2026.