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Caliber Wealth Management (Kansas)’s Capitol Federal Financial CFFN Stock Holding History

Caliber Wealth Management (Kansas)’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
2025
Q3 		– Sell
-57,262
Closed -$349K – 263
2025
Q2 		$349K Buy
57,262
+1,511
+3% +$8.55K 0.04% 216
2025
Q1 		$312K Buy
+55,751
New +$325K 0.04% 193

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Caliber Wealth Management (Kansas)'s CFFN Position: Q3 2025 in Review

Caliber Wealth Management (Kansas) sold out of Capitol Federal Financial (CFFN) in Q3 2025, closing a stake of 57,262 shares — an estimated $349K sold.

Caliber Wealth Management (Kansas) first reported a position in CFFN in Q1 2025 and held it in 2 quarters. The position peaked at $349K in Q2 2025. 241 funds tracked by Wall St. Rank hold CFFN as of Q3 2025.

  • Caliber Wealth Management (Kansas) reported no remaining Capitol Federal Financial position as of Q3 2025 after selling out during the quarter.
  • Caliber Wealth Management (Kansas) sold 57,262 Capitol Federal Financial shares in Q3 2025, an estimated $349K.
  • Caliber Wealth Management (Kansas) first reported a position in Capitol Federal Financial in Q1 2025 and held it in 2 quarters.
  • Caliber Wealth Management (Kansas)'s Capitol Federal Financial position peaked at $349K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2025.

Based on Caliber Wealth Management (Kansas)'s 13F filing for Q3 2025, filed 5 Nov 2025.