Next Level Wealth Planning’s Capital One COF Stock Holding History

Next Level 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	$19.3K	Buy	+100	New	+$21K	0.01%	268

Other funds holding COF

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Russell Investments Group London, United Kingdom $114B AUM 33.83% 1-Year Est. Return

Next Level Wealth Planning's COF Position: Q3 2026 in Review

Next Level Wealth Planning opened a new position in Capital One (COF) in Q3 2026: 100 shares worth $19.3K. The stake represents 0.01% of the portfolio and ranks #268 among its holdings.

1,143 funds tracked by Wall St. Rank hold COF as of Q3 2026.

Next Level Wealth Planning held 100 shares of Capital One worth $19.3K as of Q3 2026.
Capital One was a new Next Level Wealth Planning position in Q3 2026.
Capital One made up 0.01% of Next Level Wealth Planning's portfolio in Q3 2026, its #268 holding.
1,143 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Next Level Wealth Planning's 13F filing for Q3 2026, filed 29 Oct 2026.