OPPS
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Obsidian Personal Planning Solutions’s Capital One COF Stock Holding History

Obsidian Personal Planning Solutions’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
2025
Q3 		$281K Hold
1,275
– – 0.1% 85
2025
Q2 		$271K Buy
+1,275
New +$238K 0.11% 80

Other funds holding COF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

Obsidian Personal Planning Solutions's COF Position: Q3 2025 in Review

Obsidian Personal Planning Solutions held its Capital One (COF) position steady in Q3 2025 at 1,275 shares worth $281K. The position accounts for 0.1% of the portfolio, ranked #85.

Obsidian Personal Planning Solutions first reported a position in COF in Q2 2025 and has held it in 2 quarters since. 1,999 funds tracked by Wall St. Rank hold COF as of Q3 2025.

  • Obsidian Personal Planning Solutions held 1,275 shares of Capital One worth $281K as of Q3 2025.
  • Obsidian Personal Planning Solutions left its Capital One share count unchanged in Q3 2025.
  • Capital One made up 0.1% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #85 holding.
  • Obsidian Personal Planning Solutions first reported a position in Capital One in Q2 2025 and has held it in 2 quarters since.
  • 1,999 funds tracked by Wall St. Rank held Capital One as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.