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Triangle Securities Wealth Management → COF-PN

Triangle Securities Wealth Management COF-PN Position History

COF-PN

Quarters held
5
Latest value
$7.1M
Q3 2026
Peak value
$7.1M
First seen
Q3 2025

Dollar value over time

Show data table
PeriodPosition value
Q3 2025$5.7M
Q4 2025$5.7M
Q1 2026$5.8M
Q2 2026$7M
Q3 2026$7.1M

Quarter-by-quarter history

Every disclosed snapshot of the position

QuarterValueShares% PortfolioChange
Q3 2026$7.1M206.8K——
Q2 2026$7M203.1K——
Q1 2026$5.8M195.3K——
Q4 2025$5.7M192.9K——
Q3 2025$5.7M192.9K——

Other funds holding COF-PN

Other Triangle Securities Wealth Management positions

SCHW-PJ

SCHWAB STRATEGIC TR

$19.6M
VGES

VANGUARD WORLD FD

$19.1M
VGES

VANGUARD WORLD FD

$18.7M
SCHW-PJ

SCHWAB STRATEGIC TR

$18M
SCHW-PJ

SCHWAB STRATEGIC TR

$16.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.5M
SCHW-PJ

SCHWAB STRATEGIC TR

$15.3M
VGES

VANGUARD WORLD FD

$15.3M