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EP Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History

EP Wealth 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
2026
Q2 		– Sell
-17,975
Closed -$128K – 1745
2026
Q1 		$128K Buy
17,975
+2,832
+19% +$20.2K ﹤0.01% 1442
2025
Q4 		$103K Buy
+15,143
New +$98.5K ﹤0.01% 1452
2025
Q2 		$102K Sell
16,741
-270
-2% -$1.53K ﹤0.01% 1385
2025
Q1 		$95.3K Buy
17,011
+3,572
+27% +$20.8K ﹤0.01% 1256
2024
Q4 		$79.4K Buy
13,439
+2,144
+19% +$13.7K ﹤0.01% 1217
2024
Q3 		$66K Buy
+11,295
New +$66.5K ﹤0.01% 1157

Other funds holding CFFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

EP Wealth Advisors's CFFN Position: Q2 2026 in Review

EP Wealth Advisors sold out of Capitol Federal Financial (CFFN) in Q2 2026, closing a stake of 17,975 shares — an estimated $128K sold.

EP Wealth Advisors first reported a position in CFFN in Q3 2024 and held it in 6 quarters. The position peaked at $128K in Q1 2026. 245 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

  • EP Wealth Advisors reported no remaining Capitol Federal Financial position as of Q2 2026 after selling out during the quarter.
  • EP Wealth Advisors sold 17,975 Capitol Federal Financial shares in Q2 2026, an estimated $128K.
  • EP Wealth Advisors first reported a position in Capitol Federal Financial in Q3 2024 and held it in 6 quarters.
  • EP Wealth Advisors's Capitol Federal Financial position peaked at $128K in Q1 2026.
  • 245 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on EP Wealth Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.