Back to COF-PN
Souders Financial Advisors → COF-PN
Souders Financial Advisors COF-PN Position History
COF-PN
Quarters held
71
Latest value
$373K
Q3 2026
Peak value
$76.7M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $17.8M |
| Q3 2025 | $15.3M |
| Q3 2025 | $36.7M |
| Q3 2025 | $53.5M |
| Q3 2025 | $11.6M |
| Q3 2025 | $66.9M |
| Q3 2025 | $1.3M |
| Q3 2025 | $10.1M |
| Q3 2025 | $769K |
| Q3 2025 | $5.4M |
| Q3 2025 | $11.1M |
| Q3 2025 | $6.6M |
| Q3 2025 | $584K |
| Q4 2025 | $18.1M |
| Q4 2025 | $15.8M |
| Q4 2025 | $38.9M |
| Q4 2025 | $57.7M |
| Q4 2025 | $12.2M |
| Q4 2025 | $69.1M |
| Q4 2025 | $1.5M |
| Q4 2025 | $10.5M |
| Q4 2025 | $768K |
| Q4 2025 | $5.8M |
| Q4 2025 | $12.2M |
| Q4 2025 | $6.9M |
| Q4 2025 | $683K |
| Q1 2026 | $18.4M |
| Q1 2026 | $15.4M |
| Q1 2026 | $14M |
| Q1 2026 | $38.3M |
| Q1 2026 | $43.4M |
| Q1 2026 | $11.6M |
| Q1 2026 | $72.1M |
| Q1 2026 | $1.6M |
| Q1 2026 | $11.3M |
| Q1 2026 | $967K |
| Q1 2026 | $504K |
| Q1 2026 | $6M |
| Q1 2026 | $11.9M |
| Q1 2026 | $8.4M |
| Q1 2026 | $346K |
| Q2 2026 | $21.4M |
| Q2 2026 | $21.5M |
| Q2 2026 | $16.8M |
| Q2 2026 | $46.9M |
| Q2 2026 | $51M |
| Q2 2026 | $15.5M |
| Q2 2026 | $76.7M |
| Q2 2026 | $1.6M |
| Q2 2026 | $12.1M |
| Q2 2026 | $971K |
| Q2 2026 | $681K |
| Q2 2026 | $7.5M |
| Q2 2026 | $14M |
| Q2 2026 | $10.1M |
| Q2 2026 | $382K |
| Q3 2026 | $21.7M |
| Q3 2026 | $22.7M |
| Q3 2026 | $16.9M |
| Q3 2026 | $47.5M |
| Q3 2026 | $50.8M |
| Q3 2026 | $15.1M |
| Q3 2026 | $74.7M |
| Q3 2026 | $1.3M |
| Q3 2026 | $11.9M |
| Q3 2026 | $946K |
| Q3 2026 | $632K |
| Q3 2026 | $7.7M |
| Q3 2026 | $14M |
| Q3 2026 | $10M |
| Q3 2026 | $373K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $373K | 1.9K | — | — |
| Q3 2026 | $10M | 323.5K | — | — |
| Q3 2026 | $14M | 387.8K | — | — |
| Q3 2026 | $7.7M | 211.2K | — | — |
| Q3 2026 | $632K | 17.2K | — | — |
| Q3 2026 | $946K | 36.8K | — | — |
| Q3 2026 | $11.9M | 454.8K | — | — |
| Q3 2026 | $1.3M | 49.6K | — | — |
| Q3 2026 | $74.7M | 3.53M | — | — |
| Q3 2026 | $15.1M | 380.3K | — | — |
| Q3 2026 | $50.8M | 1.04M | — | — |
| Q3 2026 | $47.5M | 1.07M | — | — |
| Q3 2026 | $16.9M | 527.7K | — | — |
| Q3 2026 | $22.7M | 479.1K | — | — |
| Q3 2026 | $21.7M | 633.0K | — | — |
| Q2 2026 | $382K | 1.9K | — | — |
| Q2 2026 | $10.1M | 305.6K | — | — |
| Q2 2026 | $14M | 383.8K | — | — |
| Q2 2026 | $7.5M | 200.4K | — | — |
| Q2 2026 | $681K | 17.9K | — | — |
| Q2 2026 | $971K | 36.8K | — | — |
| Q2 2026 | $12.1M | 442.3K | — | — |
| Q2 2026 | $1.6M | 58.6K | — | — |
| Q2 2026 | $76.7M | 3.44M | — | — |
| Q2 2026 | $15.5M | 367.3K | — | — |
| Q2 2026 | $51M | 1.03M | — | — |
| Q2 2026 | $46.9M | 1.05M | — | — |
| Q2 2026 | $16.8M | 510.8K | — | — |
| Q2 2026 | $21.5M | 455.9K | — | — |
| Q2 2026 | $21.4M | 617.2K | — | — |
| Q1 2026 | $346K | 1.9K | — | — |
| Q1 2026 | $8.4M | 287.6K | — | — |
| Q1 2026 | $11.9M | 360.7K | — | — |
| Q1 2026 | $6M | 189.9K | — | — |
| Q1 2026 | $504K | 14.6K | — | — |
| Q1 2026 | $967K | 36.8K | — | — |
| Q1 2026 | $11.3M | 413.6K | — | — |
| Q1 2026 | $1.6M | 59.6K | — | — |
| Q1 2026 | $72.1M | 3.23M | — | — |
| Q1 2026 | $11.6M | 347.1K | — | — |
| Q1 2026 | $43.4M | 1.02M | — | — |
| Q1 2026 | $38.3M | 996.1K | — | — |
| Q1 2026 | $14M | 469.3K | — | — |
| Q1 2026 | $15.4M | 384.1K | — | — |
| Q1 2026 | $18.4M | 622.6K | — | — |
| Q4 2025 | $683K | 2.8K | — | — |
| Q4 2025 | $6.9M | 240.7K | — | — |
| Q4 2025 | $12.2M | 375.2K | — | — |
| Q4 2025 | $5.8M | 180.8K | — | — |
| Q4 2025 | $768K | 29.2K | — | — |
| Q4 2025 | $10.5M | 380.7K | — | — |
| Q4 2025 | $1.5M | 54.4K | — | — |
| Q4 2025 | $69.1M | 3.05M | — | — |
| Q4 2025 | $12.2M | 351.5K | — | — |
| Q4 2025 | $57.7M | 1.32M | — | — |
| Q4 2025 | $38.9M | 966.5K | — | — |
| Q4 2025 | $15.8M | 355.1K | — | — |
| Q4 2025 | $18.1M | 611.8K | — | — |
| Q3 2025 | $584K | 2.7K | — | — |
| Q3 2025 | $6.6M | 230.8K | — | — |
| Q3 2025 | $11.1M | 360.5K | — | — |
| Q3 2025 | $5.4M | 175.8K | — | — |
| Q3 2025 | $769K | 29.2K | — | — |
| Q3 2025 | $10.1M | 364.2K | — | — |
| Q3 2025 | $1.3M | 49.3K | — | — |
| Q3 2025 | $66.9M | 2.94M | — | — |
| Q3 2025 | $11.6M | 338.1K | — | — |
| Q3 2025 | $53.5M | 1.27M | — | — |
| Q3 2025 | $36.7M | 928.5K | — | — |
| Q3 2025 | $15.3M | 348.4K | — | — |
| Q3 2025 | $17.8M | 600.7K | — | — |
Other funds holding COF-PN
$5.6B
$5.6B
$3.6B
$3.3B
$3.1B
$2.9B