IEQ Capital
CFFN icon

IEQ Capital’s Capitol Federal Financial CFFN Stock Holding History

IEQ Capital’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
Q3 		$4.01M Sell
486,549
-10,030
-2% -$87.1K 0.02% 590
2026
Q2 		$4.23M Sell
496,579
-75,232
-13% -$588K 0.02% 554
2026
Q1 		$4.08M Buy
571,811
+16,022
+3% +$114K 0.02% 550
2025
Q4 		$3.78M Buy
555,789
+86,887
+19% +$565K 0.01% 601
2025
Q3 		$2.98M Buy
468,902
+162,488
+53% +$1.02M 0.01% 629
2025
Q2 		$1.87M Buy
306,414
+110,241
+56% +$624K 0.01% 660
2025
Q1 		$1.1M Buy
196,173
+30,496
+18% +$178K 0.01% 730
2024
Q4 		$979K Buy
165,677
+57,887
+54% +$369K 0.01% 665
2024
Q3 		$629K Buy
107,790
+15,695
+17% +$92.4K 0.01% 677
2024
Q2 		$506K Buy
92,095
+68,177
+285% +$355K 0.01% 646
2024
Q1 		$143K Buy
+23,918
New +$142K ﹤0.01% 909

Other funds holding CFFN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return
Jupiter Asset Management
Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return
Public Sector Pension Investment Board (PSP Investments)
Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

IEQ Capital's CFFN Position: Q3 2026 in Review

IEQ Capital reduced its Capitol Federal Financial (CFFN) stake by 2% in Q3 2026, selling an estimated $87.1K and leaving 486,549 shares worth $4.01M. The position accounts for 0.02% of the portfolio, ranked #590.

IEQ Capital first reported a position in CFFN in Q1 2024 and has held it in 11 quarters since. The position peaked at $4.23M in Q2 2026. 139 funds tracked by Wall St. Rank hold CFFN as of Q3 2026.

  • IEQ Capital held 486,549 shares of Capitol Federal Financial worth $4.01M as of Q3 2026.
  • IEQ Capital sold 10,030 Capitol Federal Financial shares in Q3 2026, an estimated $87.1K.
  • Capitol Federal Financial made up 0.02% of IEQ Capital's portfolio in Q3 2026, its #590 holding.
  • IEQ Capital first reported a position in Capitol Federal Financial in Q1 2024 and has held it in 11 quarters since.
  • IEQ Capital's Capitol Federal Financial position peaked at $4.23M in Q2 2026.
  • 139 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2026.

Based on IEQ Capital's 13F filing for Q3 2026, filed 10 Nov 2026.