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PDS Planning’s Capital One COF Stock Holding History

PDS 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
Q1 		$691K Sell
3,788
-1,267
-25% -$265K 0.05% 202
2025
Q4 		$1.23M Buy
5,055
+788
+18% +$175K 0.08% 115
2025
Q3 		$907K Buy
4,267
+33
+0.8% +$7.22K 0.06% 144
2025
Q2 		$901K Buy
4,234
+2,231
+111% +$416K 0.07% 140
2025
Q1 		$359K Buy
2,003
+141
+8% +$26.6K 0.03% 281
2024
Q4 		$332K Buy
1,862
+21
+1% +$3.63K 0.03% 268
2024
Q3 		$276K Buy
1,841
+37
+2% +$5.27K 0.02% 319
2024
Q2 		$250K Buy
1,804
+138
+8% +$19.4K 0.03% 302
2024
Q1 		$248K Buy
1,666
+46
+3% +$6.23K 0.03% 305
2023
Q4 		$212K Buy
+1,620
New +$175K 0.02% 319

Other funds holding COF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return

PDS Planning's COF Position: Q1 2026 in Review

PDS Planning reduced its Capital One (COF) stake by 25% in Q1 2026, selling an estimated $265K and leaving 3,788 shares worth $691K. The position accounts for 0.05% of the portfolio, ranked #202.

PDS Planning first reported a position in COF in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.23M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • PDS Planning held 3,788 shares of Capital One worth $691K as of Q1 2026.
  • PDS Planning sold 1,267 Capital One shares in Q1 2026, an estimated $265K.
  • Capital One made up 0.05% of PDS Planning's portfolio in Q1 2026, its #202 holding.
  • PDS Planning first reported a position in Capital One in Q4 2023 and has held it in 10 quarters since.
  • PDS Planning's Capital One position peaked at $1.23M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.