DI
CFFN icon

Disciplined Investments’s Capitol Federal Financial CFFN Stock Holding History

Disciplined Investments’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
2023
Q2 		– Sell
-17
Closed -$114 – 1696
2023
Q1 		$114 Hold
17
– – ﹤0.01% 1559
2022
Q4 		$147 Sell
17
-1
-6% -$8 ﹤0.01% 1482
2022
Q3 		$0 Sell
18
-13
-42% -$121 ﹤0.01% 1272
2022
Q2 		$0 Buy
31
+5
+19% +$49 ﹤0.01% 1298
2022
Q1 		$0 Buy
+26
New +$290 ﹤0.01% 1365

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's CFFN Position: Q2 2023 in Review

Disciplined Investments sold out of Capitol Federal Financial (CFFN) in Q2 2023, closing a stake of 17 shares — an estimated $114 sold.

Disciplined Investments first reported a position in CFFN in Q1 2022 and held it in 5 quarters. The position peaked at $147 in Q4 2022. 178 funds tracked by Wall St. Rank hold CFFN as of Q2 2023.

  • Disciplined Investments reported no remaining Capitol Federal Financial position as of Q2 2023 after selling out during the quarter.
  • Disciplined Investments sold 17 Capitol Federal Financial shares in Q2 2023, an estimated $114.
  • Disciplined Investments first reported a position in Capitol Federal Financial in Q1 2022 and held it in 5 quarters.
  • Disciplined Investments's Capitol Federal Financial position peaked at $147 in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2023.

Based on Disciplined Investments's 13F filing for Q2 2023, filed 10 Jul 2023.