SPWM
COF icon

Spartan Planning & Wealth Management’s Capital One COF Stock Holding History

Spartan Planning & Wealth Management’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
-1,104
Closed -$268K – 75
2025
Q4 		$268K Sell
1,104
-16
-1% -$3.56K 0.2% 72
2025
Q3 		$238K Buy
+1,120
New +$245K 0.19% 73
2023
Q4 		$55.3K Buy
422
+419
+13,967% +$45.2K 0.06% 136
2023
Q3 		$291 Buy
+3
New +$321 ﹤0.01% 135

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

Spartan Planning & Wealth Management's COF Position: Q1 2026 in Review

Spartan Planning & Wealth Management sold out of Capital One (COF) in Q1 2026, closing a stake of 1,104 shares — an estimated $268K sold.

Spartan Planning & Wealth Management first reported a position in COF in Q3 2023 and held it in 4 quarters. The position peaked at $268K in Q4 2025. 2,063 funds tracked by Wall St. Rank hold COF as of Q1 2026.

  • Spartan Planning & Wealth Management reported no remaining Capital One position as of Q1 2026 after selling out during the quarter.
  • Spartan Planning & Wealth Management sold 1,104 Capital One shares in Q1 2026, an estimated $268K.
  • Spartan Planning & Wealth Management first reported a position in Capital One in Q3 2023 and held it in 4 quarters.
  • Spartan Planning & Wealth Management's Capital One position peaked at $268K in Q4 2025.
  • 2,063 funds tracked by Wall St. Rank held Capital One as of Q1 2026.

Based on Spartan Planning & Wealth Management's 13F filing for Q1 2026, filed 16 Apr 2026.