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Cornerstone Planning Group LLC

SEC CIK
0001822587
Latest filing
Jul 29, 2026

COF holding history

Capital One Financial Corp in every 13F filed by Cornerstone Planning Group LLC, 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)
280
Value
$56.3K
% of portfolio
<0.1%
Quarters held
12
Since Q3 2023
Holdings of COF by Cornerstone Planning Group LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 2026280$56.3K<0.1%−2−0.7%ReducedHolders
Q1 2026282$53.3K<0.1%+45+19.0%AddedHolders
Q4 2025237$51.8K<0.1%+1+0.4%AddedHolders
Q3 2025236$51.5K<0.1%+120+103.4%AddedHolders
Q2 2025116$24.6K<0.1%+67+136.7%AddedHolders
Q1 202549$8.65K<0.1%+33+206.3%AddedHolders
Q4 202416$3.24K<0.1%+3+23.1%AddedHolders
Q3 202413$2.12K<0.1%+5+62.5%AddedHolders
Q2 20248$1.05K<0.1%+4+100.0%AddedHolders
Q1 20244$570<0.1%00.0%UnchangedHolders
Q4 20234$524<0.1%00.0%UnchangedHolders
Q3 20234$388<0.1%+4NewHolders