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
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 $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

Personal CFO Solutions's COF Position: Q1 2026 in Review

Personal CFO Solutions reduced its Capital One (COF) stake by 12% in Q1 2026, selling an estimated $183K and leaving 6,482 shares worth $1.18M. The position accounts for 0.17% of the portfolio, ranked #109.

Personal CFO Solutions first reported a position in COF in Q1 2021 and has held it in 21 quarters since. The position peaked at $1.78M in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Personal CFO Solutions held 6,482 shares of Capital One worth $1.18M as of Q1 2026.
  • Personal CFO Solutions sold 876 Capital One shares in Q1 2026, an estimated $183K.
  • Capital One made up 0.17% of Personal CFO Solutions's portfolio in Q1 2026, its #109 holding.
  • Personal CFO Solutions first reported a position in Capital One in Q1 2021 and has held it in 21 quarters since.
  • Personal CFO Solutions's Capital One position peaked at $1.78M in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Personal CFO Solutions's 13F filing for Q1 2026, filed 30 Apr 2026.