LifeSteps Financial’s Capital One COF Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$7.22K Buy
+36
New +$6.89K ﹤0.01% 471
2024
Q2
Sell
-21
Closed -$3.13K 144
2024
Q1
$3.13K Buy
+21
New +$2.84K ﹤0.01% 372

Other funds holding COF

LifeSteps Financial's COF Position: Q2 2026 in Review

LifeSteps Financial opened a new position in Capital One (COF) in Q2 2026: 36 shares worth $7.22K. The stake represents ﹤0.01% of the portfolio and ranks #471 among its holdings. This is a return to the name: LifeSteps Financial previously reported a position in COF as recently as Q1 2024.

LifeSteps Financial first reported a position in COF in Q1 2024 and has held it in 2 quarters since. 355 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • LifeSteps Financial held 36 shares of Capital One worth $7.22K as of Q2 2026.
  • Capital One was a new LifeSteps Financial position in Q2 2026.
  • Capital One made up ﹤0.01% of LifeSteps Financial's portfolio in Q2 2026, its #471 holding.
  • LifeSteps Financial first reported a position in Capital One in Q1 2024 and has held it in 2 quarters since.
  • 355 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on LifeSteps Financial's 13F filing for Q2 2026, filed 17 Jul 2026.