CreativeOne Wealth’s Capitol Federal Financial CFFN Stock Holding History

CreativeOne 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 Q2	$129K	Buy	15,143 +11	+0.1%	+$86	﹤0.01%	1173
2026 Q1	$108K	Sell	15,132 -347	-2%	-$2.47K	﹤0.01%	1155
2025 Q4	$105K	Buy	15,479 +1,623	+12%	+$10.6K	﹤0.01%	1156
2025 Q3	$88K	Hold	13,856	–	–	﹤0.01%	1132
2025 Q2	$84.5K	Hold	13,856	–	–	﹤0.01%	1097
2025 Q1	$77.6K	Hold	13,856	–	–	﹤0.01%	1037
2024 Q4	$81.9K	Sell	13,856 -1,077	-7%	-$6.87K	﹤0.01%	1047
2024 Q3	$87.2K	Sell	14,933 -211	-1%	-$1.24K	﹤0.01%	930
2024 Q2	$83K	Buy	15,144 +243	+2%	+$1.27K	﹤0.01%	755
2024 Q1	$89K	Buy	14,901 +15	+0.1%	+$89	﹤0.01%	861
2023 Q4	$96K	Buy	14,886 +16	+0.1%	+$86	0.01%	610
2023 Q3	$71K	Buy	14,870 +14	+0.1%	+$83	0.01%	557
2023 Q2	$92K	Buy	14,856 +500	+3%	+$3.11K	﹤0.01%	809
2023 Q1	$96K	Hold	14,356	–	–	﹤0.01%	777
2022 Q4	$124K	Hold	14,356	–	–	0.01%	713
2022 Q3	$119K	Hold	14,356	–	–	0.01%	679
2022 Q2	$132K	Buy	+14,356	New	+$142K	0.01%	694

Other funds holding CFFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

CreativeOne Wealth's CFFN Position: Q2 2026 in Review

CreativeOne Wealth increased its Capitol Federal Financial (CFFN) stake by 0.07% in Q2 2026, buying an estimated $86 and bringing the position to 15,143 shares worth $129K. The position accounts for ﹤0.01% of the portfolio, ranked #1173.

CreativeOne Wealth first reported a position in CFFN in Q2 2022 and has held it in 17 quarters since. The position peaked at $132K in Q2 2022. 247 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

CreativeOne Wealth held 15,143 shares of Capitol Federal Financial worth $129K as of Q2 2026.
CreativeOne Wealth bought 11 Capitol Federal Financial shares in Q2 2026, an estimated $86.
Capitol Federal Financial made up ﹤0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1173 holding.
CreativeOne Wealth first reported a position in Capitol Federal Financial in Q2 2022 and has held it in 17 quarters since.
CreativeOne Wealth's Capitol Federal Financial position peaked at $132K in Q2 2022.
247 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.