Concourse Financial Group Securities’s Capitol Federal Financial CFFN Stock Holding History

Concourse Financial Group Securities’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 Q4	–	Sell	-300	Closed	-$1.91K	–	2256
2024 Q3	$1.75K	Hold	300	–	–	﹤0.01%	2003
2024 Q2	$1.65K	Hold	300	–	–	﹤0.01%	2064
2024 Q1	$1.79K	Hold	300	–	–	﹤0.01%	2058
2023 Q4	$1.94K	Hold	300	–	–	﹤0.01%	2022
2023 Q3	$1.43K	Hold	300	–	–	﹤0.01%	2052
2023 Q2	$1.85K	Buy	300 +244	+436%	+$1.52K	﹤0.01%	2033
2023 Q1	$376	Sell	56 -509	-90%	-$4.14K	﹤0.01%	2270
2022 Q4	$4.89K	Hold	565	–	–	﹤0.01%	1855
2022 Q3	$5K	Hold	565	–	–	﹤0.01%	1630
2022 Q2	$5K	Sell	565 -1,566	-73%	-$15.5K	﹤0.01%	1829
2022 Q1	$23K	Hold	2,131	–	–	﹤0.01%	1439
2021 Q4	$24K	Hold	2,131	–	–	﹤0.01%	1570
2021 Q3	$24K	Hold	2,131	–	–	﹤0.01%	1594
2021 Q2	$25K	Buy	+2,131	New	+$27.3K	﹤0.01%	1569

Other funds holding CFFN

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Concourse Financial Group Securities's CFFN Position: Q4 2024 in Review

Concourse Financial Group Securities sold out of Capitol Federal Financial (CFFN) in Q4 2024, closing a stake of 300 shares — an estimated $1.91K sold.

Concourse Financial Group Securities first reported a position in CFFN in Q2 2021 and held it in 14 quarters. The position peaked at $25K in Q2 2021. 229 funds tracked by Wall St. Rank hold CFFN as of Q4 2024.

Concourse Financial Group Securities reported no remaining Capitol Federal Financial position as of Q4 2024 after selling out during the quarter.
Concourse Financial Group Securities sold 300 Capitol Federal Financial shares in Q4 2024, an estimated $1.91K.
Concourse Financial Group Securities first reported a position in Capitol Federal Financial in Q2 2021 and held it in 14 quarters.
Concourse Financial Group Securities's Capitol Federal Financial position peaked at $25K in Q2 2021.
229 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2024.

Based on Concourse Financial Group Securities's 13F filing for Q4 2024, filed 13 Feb 2025.