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Partners in Financial Planning’s Capital One COF Stock Holding History

Partners in Financial 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
Q2 		$310K Hold
1,545
– – 0.05% 106
2026
Q1 		$282K Sell
1,545
-100
-6% -$20.9K 0.05% 107
2025
Q4 		$399K Buy
1,645
+100
+6% +$22.3K 0.07% 88
2025
Q3 		$328K Hold
1,545
– – 0.06% 91
2025
Q2 		$329K Buy
1,545
+34
+2% +$6.34K 0.06% 90
2025
Q1 		$271K Hold
1,511
– – 0.05% 90
2024
Q4 		$269K Hold
1,511
– – 0.06% 90
2024
Q3 		$226K Sell
1,511
-175
-10% -$24.9K 0.05% 101
2024
Q2 		$233K Hold
1,686
– – 0.05% 95
2024
Q1 		$251K Hold
1,686
– – 0.06% 91
2023
Q4 		$221K Buy
+1,686
New +$182K 0.05% 98
2022
Q4 		– Sell
-4,395
Closed -$435K – 91
2022
Q3 		$435K Hold
4,395
– – 0.12% 60
2022
Q2 		$476K Buy
4,395
+37
+0.8% +$4.52K 0.15% 55
2022
Q1 		$590K Hold
4,358
– – 0.19% 47
2021
Q4 		$680K Buy
4,358
+95
+2% +$14.7K 0.21% 42
2021
Q3 		$691K Buy
4,263
+35
+0.8% +$5.71K 0.22% 42
2021
Q2 		$654K Buy
+4,228
New +$638K 0.2% 41

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Partners in Financial Planning's COF Position: Q2 2026 in Review

Partners in Financial Planning held its Capital One (COF) position steady in Q2 2026 at 1,545 shares worth $310K. The position accounts for 0.05% of the portfolio, ranked #106.

Partners in Financial Planning first reported a position in COF in Q2 2021 and has held it in 17 quarters since. The position peaked at $691K in Q3 2021. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Partners in Financial Planning held 1,545 shares of Capital One worth $310K as of Q2 2026.
  • Partners in Financial Planning left its Capital One share count unchanged in Q2 2026.
  • Capital One made up 0.05% of Partners in Financial Planning's portfolio in Q2 2026, its #106 holding.
  • Partners in Financial Planning first reported a position in Capital One in Q2 2021 and has held it in 17 quarters since.
  • Partners in Financial Planning's Capital One position peaked at $691K in Q3 2021.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.