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Edmonds Duncan Registered Investment Advisors’s Capitol Federal Financial CFFN Stock Holding History

Edmonds Duncan Registered Investment Advisors’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
2024
Q3 		$2.13M Buy
364,823
+636
+0.2% +$3.75K 0.47% 38
2024
Q2 		$2M Hold
364,187
– – 0.49% 36
2024
Q1 		$2.17M Hold
364,187
– – 0.54% 35
2023
Q4 		$2.35M Hold
364,187
– – 0.61% 31
2023
Q3 		$1.74M Hold
364,187
– – 0.49% 39
2023
Q2 		$2.25M Sell
364,187
-717
-0.2% -$4.46K 0.68% 31
2023
Q1 		$2.46M Buy
364,904
+208
+0.1% +$1.69K 0.76% 29
2022
Q4 		$3.15M Hold
364,696
– – 1.03% 25
2022
Q3 		$3.03M Sell
364,696
-56
-0% -$521 1.07% 23
2022
Q2 		$3.35M Hold
364,752
– – 1.15% 22
2022
Q1 		$3.97M Hold
364,752
– – 1.16% 22
2021
Q4 		$4.08M Sell
364,752
-10,500
-3% -$124K 1.07% 22
2021
Q3 		$4.31M Hold
375,252
– – 1.31% 19
2021
Q2 		$4.42M Hold
375,252
– – 1.38% 18
2021
Q1 		$4.97M Hold
375,252
– – 1.65% 15
2020
Q4 		$4.84M Buy
375,252
+364,505
+3,392% +$4.35M 1.61% 15
2020
Q3 		$100K Hold
10,747
– – 0.04% 105
2020
Q2 		$118K Hold
10,747
– – 0.05% 106
2020
Q1 		$125K Sell
10,747
-226
-2% -$2.9K 0.06% 100
2019
Q4 		$151K Hold
10,973
– – 0.06% 111
2019
Q3 		$151K Hold
10,973
– – 0.06% 108
2019
Q2 		$149K Sell
10,973
-452
-4% -$6.13K 0.06% 109
2019
Q1 		$153K Hold
11,425
– – 0.06% 109
2018
Q4 		$146K Hold
11,425
– – 0.07% 110
2018
Q3 		$146K Hold
11,425
– – 0.06% 112
2018
Q2 		$150K Hold
11,425
– – 0.07% 114
2018
Q1 		$141K Buy
11,425
+678
+6% +$8.81K 0.06% 110
2017
Q4 		$144K Hold
10,747
– – 0.06% 109
2017
Q3 		$143K Hold
10,747
– – 0.07% 106
2017
Q2 		$153K Hold
10,747
– – 0.09% 97
2017
Q1 		$160K Sell
10,747
-823
-7% -$12.6K 0.09% 96
2016
Q4 		$190K Buy
11,570
+19
+0.2% +$292 0.11% 90
2016
Q3 		$162K Hold
11,551
– – 0.1% 97
2016
Q2 		$164K Buy
11,551
+24
+0.2% +$320 0.1% 91
2016
Q1 		$153K Buy
11,527
+5
+0% +$62 0.1% 92
2015
Q4 		$145K Buy
+11,522
New +$147K 0.1% 91

Other funds holding CFFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Edmonds Duncan Registered Investment Advisors's CFFN Position: Q3 2024 in Review

Edmonds Duncan Registered Investment Advisors increased its Capitol Federal Financial (CFFN) stake by 0.17% in Q3 2024, buying an estimated $3.75K and bringing the position to 364,823 shares worth $2.13M. The position accounts for 0.47% of the portfolio, ranked #38.

Edmonds Duncan Registered Investment Advisors first reported a position in CFFN in Q4 2015 and has held it in 36 quarters since. The position peaked at $4.97M in Q1 2021. 225 funds tracked by Wall St. Rank hold CFFN as of Q3 2024.

  • Edmonds Duncan Registered Investment Advisors held 364,823 shares of Capitol Federal Financial worth $2.13M as of Q3 2024.
  • Edmonds Duncan Registered Investment Advisors bought 636 Capitol Federal Financial shares in Q3 2024, an estimated $3.75K.
  • Capitol Federal Financial made up 0.47% of Edmonds Duncan Registered Investment Advisors's portfolio in Q3 2024, its #38 holding.
  • Edmonds Duncan Registered Investment Advisors first reported a position in Capitol Federal Financial in Q4 2015 and has held it in 36 quarters since.
  • Edmonds Duncan Registered Investment Advisors's Capitol Federal Financial position peaked at $4.97M in Q1 2021.
  • 225 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2024.

Based on Edmonds Duncan Registered Investment Advisors's 13F filing for Q3 2024, filed 13 Nov 2024.