LifePlan Financial’s Capital One COF Stock Holding History

LifePlan Financial’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	-1,230	Closed	-$298K	–	84
2025 Q4	$298K	Sell	1,230 -1	-0.1%	-$223	0.23%	78
2025 Q3	$262K	Sell	1,231 -143	-10%	-$31.3K	0.21%	77
2025 Q2	$292K	Buy	1,374 +200	+17%	+$37.3K	0.24%	82
2025 Q1	$210K	Sell	1,174 -62	-5%	-$11.7K	0.18%	88
2024 Q4	$220K	Buy	+1,236	New	+$214K	0.19%	85
2024 Q2	–	Sell	-1,503	Closed	-$224K	–	91
2024 Q1	$224K	Sell	1,503 -43	-3%	-$5.82K	0.21%	91
2023 Q4	$203K	Buy	+1,546	New	+$167K	0.2%	89

Other funds holding COF

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

LifePlan Financial's COF Position: Q1 2026 in Review

LifePlan Financial sold out of Capital One (COF) in Q1 2026, closing a stake of 1,230 shares — an estimated $298K sold.

LifePlan Financial first reported a position in COF in Q4 2023 and held it in 7 quarters. The position peaked at $298K in Q4 2025. 2,067 funds tracked by Wall St. Rank hold COF as of Q1 2026.

LifePlan Financial reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
LifePlan Financial sold 1,230 Capital One shares in Q1 2026, an estimated $298K.
LifePlan Financial first reported a position in Capital One in Q4 2023 and held it in 7 quarters.
LifePlan Financial's Capital One position peaked at $298K in Q4 2025.
2,067 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on LifePlan Financial's 13F filing for Q1 2026, filed 14 Apr 2026.