PCS
COF icon

Personal CFO Solutions’s Capital One COF Stock Holding History

Personal CFO 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
2026
Q2 		$1.29M Sell
6,407
-75
-1% -$14.3K 0.19% 93
2026
Q1 		$1.18M Sell
6,482
-876
-12% -$183K 0.17% 109
2025
Q4 		$1.78M Buy
7,358
+401
+6% +$89.3K 0.28% 57
2025
Q3 		$1.48M Buy
6,957
+124
+2% +$27.1K 0.26% 70
2025
Q2 		$1.45M Buy
6,833
+1,853
+37% +$346K 0.27% 72
2025
Q1 		$893K Buy
4,980
+817
+20% +$154K 0.18% 117
2024
Q4 		$742K Buy
4,163
+644
+18% +$111K 0.15% 150
2024
Q3 		$527K Buy
3,519
+71
+2% +$10.1K 0.07% 253
2024
Q2 		$477K Buy
3,448
+191
+6% +$26.8K 0.07% 252
2024
Q1 		$485K Sell
3,257
-88
-3% -$11.9K 0.08% 262
2023
Q4 		$439K Sell
3,345
-525
-14% -$56.6K 0.08% 263
2023
Q3 		$376K Buy
3,870
+360
+10% +$38.5K 0.07% 266
2023
Q2 		$384K Buy
3,510
+70
+2% +$7.01K 0.08% 268
2023
Q1 		$331K Buy
3,440
+186
+6% +$19.5K 0.07% 280
2022
Q4 		$303K Sell
3,254
-105
-3% -$10.3K 0.06% 295
2022
Q3 		$310K Buy
3,359
+167
+5% +$17.8K 0.08% 246
2022
Q2 		$333K Sell
3,192
-664
-17% -$81.2K 0.08% 239
2022
Q1 		$506K Buy
3,856
+821
+27% +$120K 0.1% 198
2021
Q4 		$440K Sell
3,035
-112
-4% -$17.3K 0.08% 223
2021
Q3 		$510K Sell
3,147
-42
-1% -$6.85K 0.1% 185
2021
Q2 		$493K Buy
3,189
+375
+13% +$56.6K 0.1% 187
2021
Q1 		$358K Buy
+2,814
New +$332K 0.08% 222

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

Personal CFO Solutions's COF Position: Q2 2026 in Review

Personal CFO Solutions reduced its Capital One (COF) stake by 1.2% in Q2 2026, selling an estimated $14.3K and leaving 6,407 shares worth $1.29M. The position accounts for 0.19% of the portfolio, ranked #93.

Personal CFO Solutions first reported a position in COF in Q1 2021 and has held it in 22 quarters since. The position peaked at $1.78M in Q4 2025. 2,118 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • Personal CFO Solutions held 6,407 shares of Capital One worth $1.29M as of Q2 2026.
  • Personal CFO Solutions sold 75 Capital One shares in Q2 2026, an estimated $14.3K.
  • Capital One made up 0.19% of Personal CFO Solutions's portfolio in Q2 2026, its #93 holding.
  • Personal CFO Solutions first reported a position in Capital One in Q1 2021 and has held it in 22 quarters since.
  • Personal CFO Solutions's Capital One position peaked at $1.78M in Q4 2025.
  • 2,118 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Personal CFO Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.