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WealthPlan Investment Management’s Capital One COF Stock Holding History

WealthPlan Investment 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
Q2 		$204K Buy
+1,016
New +$194K 0.01% 463
2026
Q1 		– Sell
-958
Closed -$232K – 461
2025
Q4 		$232K Buy
+958
New +$213K 0.01% 348
2023
Q3 		– Sell
-158
Closed -$17.3K – 193
2023
Q2 		$17.3K Hold
158
– – 0.01% 255
2023
Q1 		$15.2K Buy
+158
New +$16.5K ﹤0.01% 304

Other funds holding COF

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Harris Associates
Harris Associates Chicago, Illinois $75.4B AUM 14.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

WealthPlan Investment Management's COF Position: Q2 2026 in Review

WealthPlan Investment Management opened a new position in Capital One (COF) in Q2 2026: 1,016 shares worth $204K. The stake represents 0.01% of the portfolio and ranks #463 among its holdings. This is a return to the name: WealthPlan Investment Management previously reported a position in COF as recently as Q4 2025.

WealthPlan Investment Management first reported a position in COF in Q1 2023 and has held it in 4 quarters since. The position peaked at $232K in Q4 2025. 2,129 funds tracked by Wall St. Rank hold COF as of Q2 2026.

  • WealthPlan Investment Management held 1,016 shares of Capital One worth $204K as of Q2 2026.
  • Capital One was a new WealthPlan Investment Management position in Q2 2026.
  • Capital One made up 0.01% of WealthPlan Investment Management's portfolio in Q2 2026, its #463 holding.
  • WealthPlan Investment Management first reported a position in Capital One in Q1 2023 and has held it in 4 quarters since.
  • WealthPlan Investment Management's Capital One position peaked at $232K in Q4 2025.
  • 2,129 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.