Cerity Partners’s Capitol Federal Financial CFFN Stock Holding History

Cerity Partners’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 Q1	$1.08M	Buy	151,594 +6,048	+4%	+$43.1K	﹤0.01%	1822
2025 Q4	$991K	Buy	145,546 +48,414	+50%	+$315K	﹤0.01%	1730
2025 Q3	$617K	Buy	97,132 +33,491	+53%	+$209K	﹤0.01%	1853
2025 Q2	$388K	Buy	63,641 +10,393	+20%	+$58.8K	﹤0.01%	2010
2025 Q1	$298K	Buy	53,248 +18,219	+52%	+$106K	﹤0.01%	2020
2024 Q4	$206K	Sell	35,029 -7,617	-18%	-$48.6K	﹤0.01%	2227
2024 Q3	$249K	Buy	42,646 +25,287	+146%	+$149K	﹤0.01%	2191
2024 Q2	$95.3K	Buy	17,359 +5,987	+53%	+$31.2K	﹤0.01%	2115
2024 Q1	$67.8K	Buy	+11,372	New	+$67.7K	﹤0.01%	2235
2023 Q2	–	Sell	-1,659	Closed	-$2.22M	–	1692
2023 Q1	$2.22M	Buy	+1,659	New	+$13.5K	0.01%	690

Other funds holding CFFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Cerity Partners's CFFN Position: Q1 2026 in Review

Cerity Partners increased its Capitol Federal Financial (CFFN) stake by 4.2% in Q1 2026, buying an estimated $43.1K and bringing the position to 151,594 shares worth $1.08M. The position accounts for ﹤0.01% of the portfolio, ranked #1822.

Cerity Partners first reported a position in CFFN in Q1 2023 and has held it in 10 quarters since. The position peaked at $2.22M in Q1 2023. 252 funds tracked by Wall St. Rank hold CFFN as of Q1 2026.

Cerity Partners held 151,594 shares of Capitol Federal Financial worth $1.08M as of Q1 2026.
Cerity Partners bought 6,048 Capitol Federal Financial shares in Q1 2026, an estimated $43.1K.
Capitol Federal Financial made up ﹤0.01% of Cerity Partners's portfolio in Q1 2026, its #1822 holding.
Cerity Partners first reported a position in Capitol Federal Financial in Q1 2023 and has held it in 10 quarters since.
Cerity Partners's Capitol Federal Financial position peaked at $2.22M in Q1 2023.
252 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2026.

Based on Cerity Partners's 13F filing for Q1 2026, filed 15 May 2026.