Back to COF-PN
Bernardo Wealth Planning LLC → COF-PN
Bernardo Wealth Planning LLC COF-PN Position History
COF-PN
Quarters held
4
Latest value
$53.6M
Q3 2026
Peak value
$53.6M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $26.2M |
| Q1 2026 | $26.7M |
| Q2 2026 | $27.6M |
| Q3 2026 | $53.6M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $53.6M | 2.53M | — | — |
| Q2 2026 | $27.6M | 1.24M | — | — |
| Q1 2026 | $26.7M | 1.19M | — | — |
| Q4 2025 | $26.2M | 1.16M | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B