Planning Strategies Inc.’s Capital One COF Stock Holding History

Planning Strategies Inc.’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	$26.9K	Buy	+134	New	+$25.6K	0.02%	211

Other funds holding COF

ECSS

Eurizon Capital SGR SpA Milan $37.3B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

ECM

Evergreen Capital Management Bellevue, Washington $5.7B AUM 32.06% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

OIAM

OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Planning Strategies Inc.'s COF Position: Q2 2026 in Review

Planning Strategies Inc. opened a new position in Capital One (COF) in Q2 2026: 134 shares worth $26.9K. The stake represents 0.02% of the portfolio and ranks #211 among its holdings.

737 funds tracked by Wall St. Rank hold COF as of Q2 2026.

Planning Strategies Inc. held 134 shares of Capital One worth $26.9K as of Q2 2026.
Capital One was a new Planning Strategies Inc. position in Q2 2026.
Capital One made up 0.02% of Planning Strategies Inc.'s portfolio in Q2 2026, its #211 holding.
737 funds tracked by Wall St. Rank held Capital One as of Q2 2026.

Based on Planning Strategies Inc.'s 13F filing for Q2 2026, filed 27 Jul 2026.