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Kohmann Bosshard Financial Services’s Capital One COF Stock Holding History

Kohmann Bosshard Financial Services’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
-136
Closed -$33K – 279
2025
Q4 		$33K Buy
+136
New +$30.3K ﹤0.01% 626
2025
Q1 		– Sell
-153
Closed -$27.3K – 382
2024
Q4 		$27.3K Buy
+153
New +$26.5K ﹤0.01% 395

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 $3.38T AUM 44.17% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

Kohmann Bosshard Financial Services's COF Position: Q1 2026 in Review

Kohmann Bosshard Financial Services sold out of Capital One (COF) in Q1 2026, closing a stake of 136 shares — an estimated $33K sold.

Kohmann Bosshard Financial Services first reported a position in COF in Q4 2024 and held it in 2 quarters. The position peaked at $33K in Q4 2025. 2,082 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Kohmann Bosshard Financial Services reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Kohmann Bosshard Financial Services sold 136 Capital One shares in Q1 2026, an estimated $33K.
  • Kohmann Bosshard Financial Services first reported a position in Capital One in Q4 2024 and held it in 2 quarters.
  • Kohmann Bosshard Financial Services's Capital One position peaked at $33K in Q4 2025.
  • 2,082 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Kohmann Bosshard Financial Services's 13F filing for Q1 2026, filed 23 Apr 2026.