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Peak Planning Group’s Capital One COF Stock Holding History

Peak Planning Group’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 		$395K Buy
1,968
+10
+0.5% +$1.91K 0.09% 88
2026
Q1 		$357K Buy
1,958
+10
+0.5% +$2.09K 0.1% 88
2025
Q4 		$472K Buy
+1,948
New +$434K 0.13% 83

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

Peak Planning Group's COF Position: Q2 2026 in Review

Peak Planning Group increased its Capital One (COF) stake by 0.51% in Q2 2026, buying an estimated $1.91K and bringing the position to 1,968 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #88.

Peak Planning Group first reported a position in COF in Q4 2025 and has held it in 3 quarters since. The position peaked at $472K in Q4 2025. 2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Peak Planning Group held 1,968 shares of Capital One worth $395K as of Q2 2026.
  • Peak Planning Group bought 10 Capital One shares in Q2 2026, an estimated $1.91K.
  • Capital One made up 0.09% of Peak Planning Group's portfolio in Q2 2026, its #88 holding.
  • Peak Planning Group first reported a position in Capital One in Q4 2025 and has held it in 3 quarters since.
  • Peak Planning Group's Capital One position peaked at $472K in Q4 2025.
  • 2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Peak Planning Group's 13F filing for Q2 2026, filed 12 Aug 2026.