Meriwether Wealth & Planning
COF icon

Meriwether Wealth & Planning’s Capital One COF Stock Holding History

Meriwether Wealth & 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
Q3 		$124K Buy
+642
New +$135K 0.06% 157
2026
Q1 		– Sell
-963
Closed -$233K – 127
2025
Q4 		$233K Sell
963
-41
-4% -$9.13K 0.13% 107
2025
Q3 		$213K Buy
1,004
+14
+1% +$3.06K 0.12% 119
2025
Q2 		$211K Buy
+990
New +$185K 0.13% 119

Other funds holding COF

KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
Evergreen Capital Management
Evergreen Capital Management Bellevue, Washington $5.65B AUM 21.62% 1-Year Est. Return
AMF Tjänstepension
AMF Tjänstepension Stockholm, Sweden $17.2B AUM 28.3% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Nisa Investment Advisors
Nisa Investment Advisors St. Louis, Missouri $34.7B AUM 25.93% 1-Year Est. Return
Hosking Partners
Hosking Partners London, United Kingdom $2.81B AUM 67.07% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
E. Ohman J:or Asset Management
E. Ohman J:or Asset Management Stockholm, Sweden $4.47B AUM 27.58% 1-Year Est. Return
Burney Company
Burney Company Reston, Virginia $3.66B AUM 27.59% 1-Year Est. Return

Meriwether Wealth & Planning's COF Position: Q3 2026 in Review

Meriwether Wealth & Planning opened a new position in Capital One (COF) in Q3 2026: 642 shares worth $124K. The stake represents 0.06% of the portfolio and ranks #157 among its holdings. This is a return to the name: Meriwether Wealth & Planning previously reported a position in COF as recently as Q4 2025.

Meriwether Wealth & Planning first reported a position in COF in Q2 2025 and has held it in 4 quarters since. The position peaked at $233K in Q4 2025. 545 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Meriwether Wealth & Planning held 642 shares of Capital One worth $124K as of Q3 2026.
  • Capital One was a new Meriwether Wealth & Planning position in Q3 2026.
  • Capital One made up 0.06% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #157 holding.
  • Meriwether Wealth & Planning first reported a position in Capital One in Q2 2025 and has held it in 4 quarters since.
  • Meriwether Wealth & Planning's Capital One position peaked at $233K in Q4 2025.
  • 545 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.