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

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

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

CreativeOne Wealth's CFFN Position: Q1 2026 in Review

CreativeOne Wealth reduced its Capitol Federal Financial (CFFN) stake by 2.2% in Q1 2026, selling an estimated $2.47K and leaving 15,132 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1155.

CreativeOne Wealth first reported a position in CFFN in Q2 2022 and has held it in 16 quarters since. The position peaked at $132K in Q2 2022. 252 funds tracked by Wall St. Rank hold CFFN as of Q1 2026.

CreativeOne Wealth held 15,132 shares of Capitol Federal Financial worth $108K as of Q1 2026.
CreativeOne Wealth sold 347 Capitol Federal Financial shares in Q1 2026, an estimated $2.47K.
Capitol Federal Financial made up ﹤0.01% of CreativeOne Wealth's portfolio in Q1 2026, its #1155 holding.
CreativeOne Wealth first reported a position in Capitol Federal Financial in Q2 2022 and has held it in 16 quarters since.
CreativeOne Wealth's Capitol Federal Financial position peaked at $132K in Q2 2022.
252 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2026.

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