Advantage Trust Company’s Capitol Federal Financial CFFN Stock Holding History

Advantage Trust Company’s Portfolio CFFN Stock Details CFFN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$175K	Buy	+20,572	New	+$161K	0.06%	66
2025 Q4	–	Sell	-20,572	Closed	-$131K	–	133
2025 Q3	$131K	Hold	20,572	–	–	0.06%	72
2025 Q2	$125K	Buy	+20,572	New	+$116K	0.06%	74
2024 Q1	–	Sell	-326	Closed	-$2.1K	–	173
2023 Q4	$2.1K	Buy	+326	New	+$1.75K	﹤0.01%	177

Other funds holding CFFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Advantage Trust Company's CFFN Position: Q2 2026 in Review

Advantage Trust Company opened a new position in Capitol Federal Financial (CFFN) in Q2 2026: 20,572 shares worth $175K. The stake represents 0.06% of the portfolio and ranks #66 among its holdings. This is a return to the name: Advantage Trust Company previously reported a position in CFFN as recently as Q3 2025.

Advantage Trust Company first reported a position in CFFN in Q4 2023 and has held it in 4 quarters since. 247 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

Advantage Trust Company held 20,572 shares of Capitol Federal Financial worth $175K as of Q2 2026.
Capitol Federal Financial was a new Advantage Trust Company position in Q2 2026.
Capitol Federal Financial made up 0.06% of Advantage Trust Company's portfolio in Q2 2026, its #66 holding.
Advantage Trust Company first reported a position in Capitol Federal Financial in Q4 2023 and has held it in 4 quarters since.
247 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Advantage Trust Company's 13F filing for Q2 2026, filed 17 Jul 2026.