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Planned Solutions’s Capital One COF Stock Holding History

Planned 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 		– Sell
-854
Closed -$207K – 141
2025
Q4 		$207K Buy
+854
New +$190K 0.07% 136
2024
Q4 		– Sell
-675
Closed -$101K – 212
2024
Q3 		$101K Buy
+675
New +$96.1K 0.04% 205
2024
Q1 		– Sell
-675
Closed -$88.5K – 181
2023
Q4 		$88.5K Buy
+675
New +$72.8K 0.04% 204

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

Planned Solutions's COF Position: Q1 2026 in Review

Planned Solutions sold out of Capital One (COF) in Q1 2026, closing a stake of 854 shares — an estimated $207K sold.

Planned Solutions first reported a position in COF in Q4 2023 and held it in 3 quarters. The position peaked at $207K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Planned Solutions reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Planned Solutions sold 854 Capital One shares in Q1 2026, an estimated $207K.
  • Planned Solutions first reported a position in Capital One in Q4 2023 and held it in 3 quarters.
  • Planned Solutions's Capital One position peaked at $207K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Planned Solutions's 13F filing for Q1 2026, filed 9 Apr 2026.