EWA
CFFN icon

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

EverSource 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 		$57.8K Sell
6,792
-2,584
-28% -$20.2K ﹤0.01% 1689
2026
Q1 		$66.8K Sell
9,376
-768
-8% -$5.47K ﹤0.01% 1681
2025
Q4 		$69.1K Buy
10,144
+624
+7% +$4.06K ﹤0.01% 1516
2025
Q3 		$60.5K Buy
9,520
+1,019
+12% +$6.37K ﹤0.01% 1569
2025
Q2 		$51.9K Buy
8,501
+5,470
+180% +$31K ﹤0.01% 1591
2025
Q1 		$17K Sell
3,031
-55
-2% -$321 ﹤0.01% 1787
2024
Q4 		$18.2K Buy
3,086
+71
+2% +$453 ﹤0.01% 1679
2024
Q3 		$17.6K Hold
3,015
– – ﹤0.01% 1559
2024
Q2 		$19.1K Buy
3,015
+1,638
+119% +$8.54K ﹤0.01% 1527
2024
Q1 		$6.57K Sell
1,377
-1,179
-46% -$7.02K ﹤0.01% 1910
2023
Q4 		$16.5K Buy
2,556
+2,467
+2,772% +$13.2K ﹤0.01% 1325
2023
Q3 		$425 Sell
89
-2,073
-96% -$12.3K ﹤0.01% 2410
2023
Q2 		$13.3K Buy
+2,162
New +$13.4K ﹤0.01% 1319
2022
Q4 		– Sell
-375
Closed -$3K – 2324
2022
Q3 		$3K Buy
+375
New +$3.49K ﹤0.01% 1513
2022
Q2 		– Sell
-170
Closed -$2K – 1734
2022
Q1 		$2K Hold
170
– – ﹤0.01% 1498
2021
Q4 		$2K Buy
+170
New +$2K ﹤0.01% 1515

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

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

EverSource Wealth Advisors reduced its Capitol Federal Financial (CFFN) stake by 28% in Q2 2026, selling an estimated $20.2K and leaving 6,792 shares worth $57.8K. The position accounts for ﹤0.01% of the portfolio, ranked #1689.

EverSource Wealth Advisors first reported a position in CFFN in Q4 2021 and has held it in 16 quarters since. The position peaked at $69.1K in Q4 2025. 245 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

  • EverSource Wealth Advisors held 6,792 shares of Capitol Federal Financial worth $57.8K as of Q2 2026.
  • EverSource Wealth Advisors sold 2,584 Capitol Federal Financial shares in Q2 2026, an estimated $20.2K.
  • Capitol Federal Financial made up ﹤0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1689 holding.
  • EverSource Wealth Advisors first reported a position in Capitol Federal Financial in Q4 2021 and has held it in 16 quarters since.
  • EverSource Wealth Advisors's Capitol Federal Financial position peaked at $69.1K in Q4 2025.
  • 245 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.