Planning Alternatives’s Capital One COF Stock Holding History

Planning Alternatives’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	$254K	Buy	+1,265	New	+$242K	0.03%	104

Other funds holding COF

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Planning Alternatives's COF Position: Q2 2026 in Review

Planning Alternatives opened a new position in Capital One (COF) in Q2 2026: 1,265 shares worth $254K. The stake represents 0.03% of the portfolio and ranks #104 among its holdings.

2,115 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Planning Alternatives held 1,265 shares of Capital One worth $254K as of Q2 2026.
Capital One was a new Planning Alternatives position in Q2 2026.
Capital One made up 0.03% of Planning Alternatives's portfolio in Q2 2026, its #104 holding.
2,115 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Planning Alternatives's 13F filing for Q2 2026, filed 12 Aug 2026.