Carson Wealth (CWM LLC)’s Capitol Federal Financial CFFN Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.36M | Buy |
191,431
+2,728
| +1% | +$19.4K | ﹤0.01% | 1377 |
|
|
2025
Q4 | $1.28M | Buy |
188,703
+26,931
| +17% | +$175K | ﹤0.01% | 1362 |
|
|
2025
Q3 | $1.03M | Buy |
161,772
+82,960
| +105% | +$519K | ﹤0.01% | 1393 |
|
|
2025
Q2 | $481K | Buy |
78,812
+24,714
| +46% | +$140K | ﹤0.01% | 1613 |
|
|
2025
Q1 | $303K | Buy |
54,098
+8,477
| +19% | +$49.4K | ﹤0.01% | 1666 |
|
|
2024
Q4 | $270K | Buy |
45,621
+7,834
| +21% | +$49.9K | ﹤0.01% | 1656 |
|
|
2024
Q3 | $221K | Buy |
37,787
+26,004
| +221% | +$153K | ﹤0.01% | 1707 |
|
|
2024
Q2 | $65K | Buy |
11,783
+9,922
| +533% | +$51.7K | ﹤0.01% | 2278 |
|
|
2024
Q1 | $11K | Sell |
1,861
-3,120
| -63% | -$18.6K | ﹤0.01% | 3268 |
|
|
2023
Q4 | $32K | Buy |
4,981
+4,494
| +923% | +$24.1K | ﹤0.01% | 2460 |
|
|
2023
Q3 | $2K | Sell |
487
-472
| -49% | -$2.79K | ﹤0.01% | 3763 |
|
|
2023
Q2 | $6K | Sell |
959
-29
| -3% | -$180 | ﹤0.01% | 3330 |
|
|
2023
Q1 | $7K | Buy |
988
+315
| +47% | +$2.56K | ﹤0.01% | 3126 |
|
|
2022
Q4 | $6K | Buy |
673
+592
| +731% | +$4.89K | ﹤0.01% | 3058 |
|
|
2022
Q3 | $1K | Buy |
81
+39
| +93% | +$363 | ﹤0.01% | 3609 |
|
|
2022
Q2 | $0 | Sell |
42
-741
| -95% | -$7.32K | ﹤0.01% | 3811 |
|
|
2022
Q1 | $9K | Buy |
783
+284
| +57% | +$3.17K | ﹤0.01% | 2524 |
|
|
2021
Q4 | $6K | Buy |
+499
| New | +$5.88K | ﹤0.01% | 2612 |
|
|
2019
Q1 | – | Sell |
-1,006
| Closed | -$13K | – | 2966 |
|
|
2018
Q4 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 1245 |
|
|
2018
Q3 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 1075 |
|
|
2018
Q2 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 924 |
|
|
2018
Q1 | $12K | Hold |
1,006
| – | – | ﹤0.01% | 808 |
|
|
2017
Q4 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 804 |
|
|
2017
Q3 | $15K | Hold |
1,006
| – | – | ﹤0.01% | 778 |
|
|
2017
Q2 | $14K | Hold |
1,006
| – | – | ﹤0.01% | 707 |
|
|
2017
Q1 | $15K | Hold |
1,006
| – | – | ﹤0.01% | 662 |
|
|
2016
Q4 | $17K | Hold |
1,006
| – | – | ﹤0.01% | 614 |
|
|
2016
Q3 | $14K | Hold |
1,006
| – | – | ﹤0.01% | 617 |
|
|
2016
Q2 | $14K | Hold |
1,006
| – | – | ﹤0.01% | 509 |
|
|
2016
Q1 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 490 |
|
|
2015
Q4 | $13K | Hold |
1,006
| – | – | ﹤0.01% | 434 |
|
|
2015
Q3 | $12K | Buy |
+1,006
| New | +$12.1K | ﹤0.01% | 430 |
|
Other funds holding CFFN
VPM
HAM
VCM
Carson Wealth (CWM LLC)'s CFFN Position: Q1 2026 in Review
Carson Wealth (CWM LLC) increased its Capitol Federal Financial (CFFN) stake by 1.4% in Q1 2026, buying an estimated $19.4K and bringing the position to 191,431 shares worth $1.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1377.
Carson Wealth (CWM LLC) first reported a position in CFFN in Q3 2015 and has held it in 32 quarters since. 253 funds tracked by Wall St. Rank hold CFFN as of Q1 2026.
- Carson Wealth (CWM LLC) held 191,431 shares of Capitol Federal Financial worth $1.36M as of Q1 2026.
- Carson Wealth (CWM LLC) bought 2,728 Capitol Federal Financial shares in Q1 2026, an estimated $19.4K.
- Capitol Federal Financial made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #1377 holding.
- Carson Wealth (CWM LLC) first reported a position in Capitol Federal Financial in Q3 2015 and has held it in 32 quarters since.
- 253 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2026.
Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.