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Livermore
Livermore
ZHEN

Creative Planning

SEC CIK
0001540235
Latest filing
Aug 13, 2026

COF holding history

Capital One Financial Corp in every 13F filed by Creative Planning, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

COF overviewAll 13F holders of COFFull Q2 2026 holdings

Shares (Q2 2026)
270,916
Value
$54.4M
% of portfolio
<0.1%
Quarters held
22
Since Q1 2021
Holdings of COF by Creative Planning, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026270,916$54.4M<0.1%+44,156+19.5%AddedHolders
Q1 2026226,760$41.4M<0.1%+15,279+7.2%AddedHolders
Q4 2025211,481$51.3M<0.1%+26,990+14.6%AddedHolders
Q3 2025184,491$39.2M<0.1%+16,795+10.0%AddedHolders
Q2 2025167,696$35.7M<0.1%+93,856+127.1%AddedHolders
Q1 202573,840$13.2M<0.1%+12,246+19.9%AddedHolders
Q4 202461,594$11.0M<0.1%+9,102+17.3%AddedHolders
Q3 202452,492$7.86M<0.1%+3,507+7.2%AddedHolders
Q2 202448,985$6.78M<0.1%+4,468+10.0%AddedHolders
Q1 202444,517$6.63M<0.1%+2,786+6.7%AddedHolders
Q4 202341,731$5.47M<0.1%+7,464+21.8%AddedHolders
Q3 202334,267$3.33M<0.1%−1,165−3.3%ReducedHolders
Q2 202335,432$3.88M<0.1%+4,583+14.9%AddedHolders
Q1 202330,849$2.97M<0.1%+2,292+8.0%AddedHolders
Q4 202228,557$2.65M<0.1%+177+0.6%AddedHolders
Q3 202228,380$2.62M<0.1%−469−1.6%ReducedHolders
Q2 202228,849$3.01M<0.1%+2,032+7.6%AddedHolders
Q1 202226,817$3.52M<0.1%+3,949+17.3%AddedHolders
Q4 202122,868$3.32M<0.1%+5,238+29.7%AddedHolders
Q3 202117,630$2.86M<0.1%+2,741+18.4%AddedHolders
Q2 202114,889$2.30M<0.1%−866−5.5%ReducedHolders
Q1 202115,755$2.00M<0.1%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.