Corient Private Wealth
CFFN icon

Corient Private Wealth’s Capitol Federal Financial CFFN Stock Holding History

Corient Private Wealth’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 		$99.9K Sell
14,016
-35,414
-72% -$252K ﹤0.01% 2690
2025
Q4 		$337K Buy
49,430
+22,413
+83% +$146K ﹤0.01% 2476
2025
Q3 		$172K Buy
27,017
+312
+1% +$1.95K ﹤0.01% 2375
2025
Q2 		$163K Buy
26,705
+1,233
+5% +$6.98K ﹤0.01% 2270
2025
Q1 		$143K Sell
25,472
-715
-3% -$4.17K ﹤0.01% 2125
2024
Q4 		$155K Sell
26,187
-592
-2% -$3.77K ﹤0.01% 2169
2024
Q3 		$156K Sell
26,779
-16
-0.1% -$94 ﹤0.01% 2265
2024
Q2 		$147K Buy
26,795
+5,556
+26% +$29K ﹤0.01% 2166
2024
Q1 		$127K Sell
21,239
-92
-0.4% -$547 ﹤0.01% 2160
2023
Q4 		$138K Buy
+21,331
New +$114K ﹤0.01% 2121

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Corient Private Wealth's CFFN Position: Q1 2026 in Review

Corient Private Wealth reduced its Capitol Federal Financial (CFFN) stake by 72% in Q1 2026, selling an estimated $252K and leaving 14,016 shares worth $99.9K. The position accounts for ﹤0.01% of the portfolio, ranked #2690.

Corient Private Wealth first reported a position in CFFN in Q4 2023 and has held it in 10 quarters since. The position peaked at $337K in Q4 2025. 252 funds tracked by Wall St. Rank hold CFFN as of Q1 2026.

  • Corient Private Wealth held 14,016 shares of Capitol Federal Financial worth $99.9K as of Q1 2026.
  • Corient Private Wealth sold 35,414 Capitol Federal Financial shares in Q1 2026, an estimated $252K.
  • Capitol Federal Financial made up ﹤0.01% of Corient Private Wealth's portfolio in Q1 2026, its #2690 holding.
  • Corient Private Wealth first reported a position in Capitol Federal Financial in Q4 2023 and has held it in 10 quarters since.
  • Corient Private Wealth's Capitol Federal Financial position peaked at $337K in Q4 2025.
  • 252 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2026.

Based on Corient Private Wealth's 13F filing for Q1 2026, filed 15 May 2026.