AG
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Algert Global’s Capitol Federal Financial CFFN Stock Holding History

Algert Global’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
2024
Q3 		– Sell
-12,834
Closed -$70K – 1237
2024
Q2 		$70K Buy
+12,834
New +$66.9K ﹤0.01% 1429
2023
Q1 		– Sell
-31,260
Closed -$270K – 1153
2022
Q4 		$270K Hold
31,260
– – 0.02% 953
2022
Q3 		$259K Buy
31,260
+11,758
+60% +$109K 0.02% 980
2022
Q2 		$179K Hold
19,502
– – 0.01% 1045
2022
Q1 		$212K Buy
+19,502
New +$218K 0.01% 1040

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Algert Global's CFFN Position: Q3 2024 in Review

Algert Global sold out of Capitol Federal Financial (CFFN) in Q3 2024, closing a stake of 12,834 shares — an estimated $70K sold.

Algert Global first reported a position in CFFN in Q1 2022 and held it in 5 quarters. The position peaked at $270K in Q4 2022. 225 funds tracked by Wall St. Rank hold CFFN as of Q3 2024.

  • Algert Global reported no remaining Capitol Federal Financial position as of Q3 2024 after selling out during the quarter.
  • Algert Global sold 12,834 Capitol Federal Financial shares in Q3 2024, an estimated $70K.
  • Algert Global first reported a position in Capitol Federal Financial in Q1 2022 and held it in 5 quarters.
  • Algert Global's Capitol Federal Financial position peaked at $270K in Q4 2022.
  • 225 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2024.

Based on Algert Global's 13F filing for Q3 2024, filed 12 Nov 2024.