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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
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% -$2.65K 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

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

Pinnacle Wealth Planning Services's COF Position: Q1 2026 in Review

Pinnacle Wealth Planning Services increased its Capital One (COF) stake by 0.73% in Q1 2026, buying an estimated $5.23K and bringing the position to 3,428 shares worth $625K. The position accounts for 0.06% of the portfolio, ranked #179.

Pinnacle Wealth Planning Services first reported a position in COF in Q4 2020 and has held it in 16 quarters since. The position peaked at $825K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Pinnacle Wealth Planning Services held 3,428 shares of Capital One worth $625K as of Q1 2026.
  • Pinnacle Wealth Planning Services bought 25 Capital One shares in Q1 2026, an estimated $5.23K.
  • Capital One made up 0.06% of Pinnacle Wealth Planning Services's portfolio in Q1 2026, its #179 holding.
  • Pinnacle Wealth Planning Services first reported a position in Capital One in Q4 2020 and has held it in 16 quarters since.
  • Pinnacle Wealth Planning Services's Capital One position peaked at $825K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q1 2026, filed 11 May 2026.