Creative Planning
CFFN icon

Creative Planning’s Capitol Federal Financial CFFN Stock Holding History

Creative Planning’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 		$1.89M Sell
264,622
-6,400
-2% -$45.6K ﹤0.01% 1934
2025
Q4 		$1.85M Buy
271,022
+142,532
+111% +$927K ﹤0.01% 1782
2025
Q3 		$816K Buy
128,490
+35,146
+38% +$220K ﹤0.01% 2311
2025
Q2 		$569K Buy
93,344
+15,649
+20% +$88.6K ﹤0.01% 2342
2025
Q1 		$435K Buy
77,695
+634
+0.8% +$3.69K ﹤0.01% 2418
2024
Q4 		$455K Buy
77,061
+20,290
+36% +$129K ﹤0.01% 2312
2024
Q3 		$332K Buy
56,771
+889
+2% +$5.24K ﹤0.01% 2444
2024
Q2 		$307K Buy
55,882
+824
+1% +$4.29K ﹤0.01% 2327
2024
Q1 		$328K Sell
55,058
-21,934
-28% -$131K ﹤0.01% 2179
2023
Q4 		$497K Sell
76,992
-20,677
-21% -$111K ﹤0.01% 1716
2023
Q3 		$466K Buy
97,669
+3,237
+3% +$19.1K ﹤0.01% 1613
2023
Q2 		$583K Buy
94,432
+20,032
+27% +$125K ﹤0.01% 1458
2023
Q1 		$501K Sell
74,400
-7,972
-10% -$64.8K ﹤0.01% 1466
2022
Q4 		$713K Sell
82,372
-7,523
-8% -$62.1K ﹤0.01% 1216
2022
Q3 		$746K Sell
89,895
-54
-0.1% -$502 ﹤0.01% 1100
2022
Q2 		$826K Buy
89,949
+344
+0.4% +$3.4K ﹤0.01% 1047
2022
Q1 		$975K Sell
89,605
-1,679
-2% -$18.7K ﹤0.01% 999
2021
Q4 		$1.03M Buy
91,284
+61
+0.1% +$719 ﹤0.01% 948
2021
Q3 		$1.05M Buy
91,223
+1,864
+2% +$21K ﹤0.01% 929
2021
Q2 		$1.05M Sell
89,359
-1,914
-2% -$24.6K ﹤0.01% 908
2021
Q1 		$1.21M Buy
91,273
+13
+0% +$172 ﹤0.01% 936
2020
Q4 		$1.14M Buy
91,260
+2,888
+3% +$34.5K ﹤0.01% 886
2020
Q3 		$819K Sell
88,372
-11,035
-11% -$108K ﹤0.01% 889
2020
Q2 		$1.09M Sell
99,407
-538
-0.5% -$6.17K ﹤0.01% 716
2020
Q1 		$1.16M Sell
99,945
-51
-0.1% -$653 ﹤0.01% 593
2019
Q4 		$1.37M Sell
99,996
-648
-0.6% -$9.13K ﹤0.01% 654
2019
Q3 		$1.39M Buy
100,644
+671
+0.7% +$9.14K ﹤0.01% 620
2019
Q2 		$1.38M Buy
99,973
+683
+0.7% +$9.27K ﹤0.01% 625
2019
Q1 		$1.33M Sell
99,290
-1,751
-2% -$23.2K ﹤0.01% 620
2018
Q4 		$1.29M Sell
101,041
-3,260
-3% -$41.9K 0.01% 566
2018
Q3 		$1.33M Buy
104,301
+7,632
+8% +$100K ﹤0.01% 634
2018
Q2 		$1.27M Buy
96,669
+9,486
+11% +$123K 0.01% 620
2018
Q1 		$1.08M Sell
87,183
-12,386
-12% -$161K ﹤0.01% 694
2017
Q4 		$1.33M Buy
99,569
+5,673
+6% +$79.5K 0.01% 584
2017
Q3 		$1.38M Sell
93,896
-3,708
-4% -$51.6K 0.01% 576
2017
Q2 		$1.39M Sell
97,604
-3,646
-4% -$52.1K 0.01% 557
2017
Q1 		$1.48M Sell
101,250
-2,145
-2% -$32.9K 0.01% 529
2016
Q4 		$1.7M Sell
103,395
-205
-0.2% -$3.15K 0.01% 449
2016
Q3 		$1.46M Buy
103,600
+2,853
+3% +$40.3K 0.01% 468
2016
Q2 		$1.41M Buy
100,747
+8,053
+9% +$108K 0.01% 427
2016
Q1 		$1.23M Buy
92,694
+9,606
+12% +$120K 0.01% 443
2015
Q4 		$1.04M Buy
83,088
+3,219
+4% +$41K 0.01% 492
2015
Q3 		$968K Buy
79,869
+34
+0% +$410 0.01% 484
2015
Q2 		$961K Sell
79,835
-884
-1% -$10.8K 0.01% 482
2015
Q1 		$1.01M Buy
80,719
+624
+0.8% +$7.82K 0.01% 455
2014
Q4 		$1.02M Buy
80,095
+1,995
+3% +$25K 0.01% 441
2014
Q3 		$923K Buy
78,100
+782
+1% +$9.43K 0.01% 425
2014
Q2 		$940K Sell
77,318
-831
-1% -$10.1K 0.01% 407
2014
Q1 		$982K Sell
78,149
-70,450
-47% -$860K 0.01% 375
2013
Q4 		$1.8M Buy
148,599
+18,058
+14% +$223K 0.03% 200
2013
Q3 		$1.62M Buy
130,541
+12,792
+11% +$160K 0.03% 182
2013
Q2 		$1.43M Buy
+117,749
New +$1.4M 0.03% 180

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

Creative Planning's CFFN Position: Q1 2026 in Review

Creative Planning reduced its Capitol Federal Financial (CFFN) stake by 2.4% in Q1 2026, selling an estimated $45.6K and leaving 264,622 shares worth $1.89M. The position accounts for ﹤0.01% of the portfolio, ranked #1934.

Creative Planning first reported a position in CFFN in Q2 2013 and has held it in 52 quarters since. 252 funds tracked by Wall St. Rank hold CFFN as of Q1 2026.

  • Creative Planning held 264,622 shares of Capitol Federal Financial worth $1.89M as of Q1 2026.
  • Creative Planning sold 6,400 Capitol Federal Financial shares in Q1 2026, an estimated $45.6K.
  • Capitol Federal Financial made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1934 holding.
  • Creative Planning first reported a position in Capitol Federal Financial in Q2 2013 and has held it in 52 quarters since.
  • 252 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.