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Diversified Trust’s Capitol Federal Financial CFFN Stock Holding History

Diversified Trust’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
2025
Q3 		– Sell
-26,573
Closed -$162K – 1009
2025
Q2 		$162K Hold
26,573
– – ﹤0.01% 887
2025
Q1 		$149K Hold
26,573
– – ﹤0.01% 870
2024
Q4 		$157K Hold
26,573
– – ﹤0.01% 861
2024
Q3 		$155K Buy
26,573
+2,425
+10% +$14.3K ﹤0.01% 849
2024
Q2 		$133K Buy
24,148
+206
+0.9% +$1.07K ﹤0.01% 816
2024
Q1 		$143K Buy
+23,942
New +$142K ﹤0.01% 776

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Diversified Trust's CFFN Position: Q3 2025 in Review

Diversified Trust sold out of Capitol Federal Financial (CFFN) in Q3 2025, closing a stake of 26,573 shares — an estimated $162K sold.

Diversified Trust first reported a position in CFFN in Q1 2024 and held it in 6 quarters. The position peaked at $162K in Q2 2025. 241 funds tracked by Wall St. Rank hold CFFN as of Q3 2025.

  • Diversified Trust reported no remaining Capitol Federal Financial position as of Q3 2025 after selling out during the quarter.
  • Diversified Trust sold 26,573 Capitol Federal Financial shares in Q3 2025, an estimated $162K.
  • Diversified Trust first reported a position in Capitol Federal Financial in Q1 2024 and held it in 6 quarters.
  • Diversified Trust's Capitol Federal Financial position peaked at $162K in Q2 2025.
  • 241 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2025.

Based on Diversified Trust's 13F filing for Q3 2025, filed 20 Oct 2025.