PMFA
COF icon

Plante Moran Financial Advisors’s Capital One COF Stock Holding History

Plante Moran Financial Advisors’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 		$81.2K Sell
445
-40
-8% -$8.37K 0.01% 253
2025
Q4 		$118K Buy
485
+41
+9% +$9.13K 0.01% 214
2025
Q3 		$94.4K Hold
444
– – 0.01% 254
2025
Q2 		$94.5K Buy
444
+50
+13% +$9.33K 0.01% 246
2025
Q1 		$70.6K Hold
394
– – 0.01% 289
2024
Q4 		$70.3K Hold
394
– – 0.01% 302
2024
Q3 		$59K Buy
394
+329
+506% +$46.8K 0.01% 363
2024
Q2 		$9K Hold
65
– – ﹤0.01% 587
2024
Q1 		$9.68K Buy
65
+39
+150% +$5.28K ﹤0.01% 610
2023
Q4 		$3.41K Hold
26
– – ﹤0.01% 678
2023
Q3 		$2.52K Sell
26
-20
-43% -$2.14K ﹤0.01% 650
2023
Q2 		$5.03K Sell
46
-21
-31% -$2.1K ﹤0.01% 638
2023
Q1 		$6.42K Buy
67
+40
+148% +$4.19K ﹤0.01% 624
2022
Q4 		$2.51K Sell
27
-81
-75% -$7.96K ﹤0.01% 728
2022
Q3 		$10K Hold
108
– – ﹤0.01% 576
2022
Q2 		$11K Sell
108
-20
-16% -$2.44K ﹤0.01% 586
2022
Q1 		$17K Sell
128
-8
-6% -$1.17K ﹤0.01% 523
2021
Q4 		$20K Sell
136
-445
-77% -$68.7K ﹤0.01% 552
2021
Q3 		$94K Buy
581
+102
+21% +$16.6K 0.02% 285
2021
Q2 		$74K Hold
479
– – 0.02% 297
2021
Q1 		$61K Sell
479
-366
-43% -$43.1K 0.02% 318
2020
Q4 		$84K Hold
845
– – 0.03% 276
2020
Q3 		$61K Hold
845
– – 0.02% 290
2020
Q2 		$53K Sell
845
-623
-42% -$38.8K 0.02% 284
2020
Q1 		$74K Hold
1,468
– – 0.03% 217
2019
Q4 		$151K Sell
1,468
-18
-1% -$1.74K 0.05% 188
2019
Q3 		$135K Sell
1,486
-338
-19% -$30.4K 0.04% 206
2019
Q2 		$166K Buy
1,824
+953
+109% +$85.2K 0.05% 172
2019
Q1 		$71K Sell
871
-109
-11% -$8.86K 0.02% 267
2018
Q4 		$74K Buy
980
+505
+106% +$43.7K 0.03% 239
2018
Q3 		$45K Buy
475
+25
+6% +$2.43K 0.01% 319
2018
Q2 		$41K Sell
450
-1
-0.2% -$95 0.02% 370
2018
Q1 		$43K Hold
451
– – 0.02% 370
2017
Q4 		$45K Hold
451
– – 0.02% 364
2017
Q3 		$38K Hold
451
– – 0.02% 363
2017
Q2 		$37K Hold
451
– – 0.02% 370
2017
Q1 		$39K Sell
451
-1,310
-74% -$117K 0.02% 361
2016
Q4 		$154K Buy
1,761
+1,310
+290% +$106K 0.1% 154
2016
Q3 		$32K Sell
451
-375
-45% -$25.8K 0.02% 397
2016
Q2 		$52K Buy
826
+242
+41% +$16.8K 0.04% 272
2016
Q1 		$40K Buy
584
+54
+10% +$3.57K 0.03% 295
2015
Q4 		$38K Hold
530
– – 0.03% 336
2015
Q3 		$38K Buy
530
+16
+3% +$1.28K 0.03% 302
2015
Q2 		$45K Hold
514
– – 0.03% 314
2015
Q1 		$41K Hold
514
– – 0.03% 307
2014
Q4 		$42K Hold
514
– – 0.03% 305
2014
Q3 		$42K Sell
514
-27
-5% -$2.21K 0.04% 287
2014
Q2 		$45K Buy
541
+139
+35% +$10.8K 0.04% 246
2014
Q1 		$31K Sell
402
-951
-70% -$69.8K 0.03% 206
2013
Q4 		$104K Buy
1,353
+951
+237% +$67.7K 0.06% 151
2013
Q3 		$28K Buy
402
+27
+7% +$1.82K 0.02% 246
2013
Q2 		$24K Buy
+375
New +$22.1K 0.02% 233

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

Plante Moran Financial Advisors's COF Position: Q1 2026 in Review

Plante Moran Financial Advisors reduced its Capital One (COF) stake by 8.2% in Q1 2026, selling an estimated $8.37K and leaving 445 shares worth $81.2K. The position accounts for 0.01% of the portfolio, ranked #253.

Plante Moran Financial Advisors first reported a position in COF in Q2 2013 and has held it in 52 quarters since. The position peaked at $166K in Q2 2019. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Plante Moran Financial Advisors held 445 shares of Capital One worth $81.2K as of Q1 2026.
  • Plante Moran Financial Advisors sold 40 Capital One shares in Q1 2026, an estimated $8.37K.
  • Capital One made up 0.01% of Plante Moran Financial Advisors's portfolio in Q1 2026, its #253 holding.
  • Plante Moran Financial Advisors first reported a position in Capital One in Q2 2013 and has held it in 52 quarters since.
  • Plante Moran Financial Advisors's Capital One position peaked at $166K in Q2 2019.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.