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Capital One Financial shares owned by Planned Solutions

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Planned Solutions from 13F filings

Historical chart of Planned Solutions investment in Capital One Financial

Tip: Access up to 7 years of quarterly data

All positions including Capital One Financial held by Planned Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by Planned Solutions

Quarter filed Position value Share count Share price at filing
2025-12-31 $207k 854 242.36
2024-09-30 $101k 675 149.73
2023-12-31 $89k 675 131.12

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Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Jpmorgan Income Etf Etf (JPIE)
Ishares Msci Usa Quality Garp Etf Etf (GARP)
Ishares S&p 500 Growth Etf Etf (IVW)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core Msci Eafe Etf Etf (IEFA)
Avantis U.s. Small Cap Value Etf Etf (AVUV)
Jpmorgan Hedged Equity Laddered Overlay Etf Etf (HELO)
Jp Morgan Us Value Factor Etf Etf (JVAL)
Pimco Enhanced Short Maturity Active Exchange-traded Fund Etf (MINT)
Apple Stock (AAPL)
Ishares Large Cap Deep Quarterly Laddered Etf Etf (IVVB)
Vanguard Intermediate-term Bond Etf Etf (BIV)

View all positions for Planned Solutions

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Harris Associates L.P
Dodge & Cox
Norges Bank Investment Management
Davis Selected Advisers
Goldman Sachs Group
Reed Conner & Birdwell
Berkshire Hathaway

View all funds holding Capital One Financial