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Clearstead Trust’s Capitol Federal Financial CFFN Stock Holding History

Clearstead Trust’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
Q4 		– Sell
-93
Closed -$591 – 1104
2025
Q3 		$591 Hold
93
– – ﹤0.01% 1341
2025
Q2 		$568 Buy
+93
New +$526 ﹤0.01% 1308

Other funds holding CFFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Clearstead Trust's CFFN Position: Q4 2025 in Review

Clearstead Trust sold out of Capitol Federal Financial (CFFN) in Q4 2025, closing a stake of 93 shares — an estimated $591 sold.

Clearstead Trust first reported a position in CFFN in Q2 2025 and held it in 2 quarters. The position peaked at $591 in Q3 2025. 257 funds tracked by Wall St. Rank hold CFFN as of Q4 2025.

  • Clearstead Trust reported no remaining Capitol Federal Financial position as of Q4 2025 after selling out during the quarter.
  • Clearstead Trust sold 93 Capitol Federal Financial shares in Q4 2025, an estimated $591.
  • Clearstead Trust first reported a position in Capitol Federal Financial in Q2 2025 and held it in 2 quarters.
  • Clearstead Trust's Capitol Federal Financial position peaked at $591 in Q3 2025.
  • 257 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2025.

Based on Clearstead Trust's 13F filing for Q4 2025, filed 9 Feb 2026.