Pinnacle Wealth Planning Services
COF icon

Pinnacle Wealth Planning Services’s Capital One COF Stock Holding History

Pinnacle Wealth Planning Services’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
Q3 		$660K Sell
3,420
-36
-1% -$7.55K 0.06% 183
2026
Q2 		$693K Buy
3,456
+28
+0.8% +$5.36K 0.07% 170
2026
Q1 		$625K Buy
3,428
+25
+0.7% +$5.23K 0.06% 179
2025
Q4 		$825K Sell
3,403
-2
-0.1% -$445 0.09% 123
2025
Q3 		$724K Sell
3,405
-220
-6% -$48.2K 0.08% 137
2025
Q2 		$771K Buy
3,625
+2,217
+157% +$414K 0.1% 122
2025
Q1 		$252K Sell
1,408
-14
-1% -$2.64K 0.04% 301
2024
Q4 		$254K Sell
1,422
-554
-28% -$95.9K 0.04% 299
2024
Q3 		$296K Hold
1,976
– – 0.04% 310
2024
Q2 		$274K Sell
1,976
-3
-0.2% -$421 0.04% 309
2024
Q1 		$295K Sell
1,979
-24
-1% -$3.25K 0.04% 299
2023
Q4 		$263K Sell
2,003
-134
-6% -$14.5K 0.04% 309
2023
Q3 		$207K Buy
2,137
+3
+0.1% +$321 0.03% 356
2023
Q2 		$233K Sell
2,134
-194
-8% -$19.4K 0.04% 323
2023
Q1 		$224K Buy
+2,328
New +$244K 0.04% 349
2021
Q4 		– Sell
-1,350
Closed -$219K – 437
2021
Q3 		$219K Buy
1,350
+23
+2% +$3.75K 0.05% 312
2021
Q2 		$206K Buy
+1,327
New +$200K 0.05% 317
2021
Q1 		– Sell
-1,284
Closed -$127K – 683
2020
Q4 		$127K Buy
+1,284
New +$109K 0.03% 387

Other funds holding COF

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 26.62% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.8B AUM 32.97% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Pinnacle Wealth Planning Services's COF Position: Q3 2026 in Review

Pinnacle Wealth Planning Services reduced its Capital One (COF) stake by 1% in Q3 2026, selling an estimated $7.55K and leaving 3,420 shares worth $660K. The position accounts for 0.06% of the portfolio, ranked #183.

Pinnacle Wealth Planning Services first reported a position in COF in Q4 2020 and has held it in 18 quarters since. The position peaked at $825K in Q4 2025. 1,234 funds tracked by Wall St. Rank hold COF as of Q3 2026.

  • Pinnacle Wealth Planning Services held 3,420 shares of Capital One worth $660K as of Q3 2026.
  • Pinnacle Wealth Planning Services sold 36 Capital One shares in Q3 2026, an estimated $7.55K.
  • Capital One made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q3 2026, its #183 holding.
  • Pinnacle Wealth Planning Services first reported a position in Capital One in Q4 2020 and has held it in 18 quarters since.
  • Pinnacle Wealth Planning Services's Capital One position peaked at $825K in Q4 2025.
  • 1,234 funds tracked by Wall St. Rank held Capital One as of Q3 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q3 2026, filed 27 Oct 2026.