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GeoWealth Management’s Capitol Federal Financial CFFN Stock Holding History

GeoWealth Management’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
Q1 		– Sell
-371
Closed -$2.19K – 1182
2024
Q4 		$2.19K Hold
371
– – ﹤0.01% 1642
2024
Q3 		$2.17K Buy
+371
New +$2.19K ﹤0.01% 1553

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

GeoWealth Management's CFFN Position: Q1 2025 in Review

GeoWealth Management sold out of Capitol Federal Financial (CFFN) in Q1 2025, closing a stake of 371 shares — an estimated $2.19K sold.

GeoWealth Management first reported a position in CFFN in Q3 2024 and held it in 2 quarters. The position peaked at $2.19K in Q4 2024. 228 funds tracked by Wall St. Rank hold CFFN as of Q1 2025.

  • GeoWealth Management reported no remaining Capitol Federal Financial position as of Q1 2025 after selling out during the quarter.
  • GeoWealth Management sold 371 Capitol Federal Financial shares in Q1 2025, an estimated $2.19K.
  • GeoWealth Management first reported a position in Capitol Federal Financial in Q3 2024 and held it in 2 quarters.
  • GeoWealth Management's Capitol Federal Financial position peaked at $2.19K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2025.

Based on GeoWealth Management's 13F filing for Q1 2025, filed 9 May 2025.