IMA Advisory Services’s Capitol Federal Financial CFFN Stock Holding History

IMA Advisory Services’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	-1,358	Closed	-$9.68K	–	1395
2026 Q1	$9.68K	Hold	1,358	–	–	﹤0.01%	333
2025 Q4	$9.25K	Hold	1,358	–	–	﹤0.01%	346
2025 Q3	$8.62K	Hold	1,358	–	–	﹤0.01%	320
2025 Q2	$8.28K	Hold	1,358	–	–	﹤0.01%	314
2025 Q1	$7.6K	Buy	+1,358	New	+$7.92K	﹤0.01%	312
2024 Q4	–	Sell	-1,358	Closed	-$7.93K	–	189
2024 Q3	$7.93K	Buy	+1,358	New	+$8K	﹤0.01%	246
2023 Q4	–	Sell	-1,358	Closed	-$6.48K	–	99
2023 Q3	$6.48K	Hold	1,358	–	–	﹤0.01%	253
2023 Q2	$8.38K	Hold	1,358	–	–	﹤0.01%	253
2023 Q1	$9.14K	Sell	1,358 -226	-14%	-$1.84K	﹤0.01%	245
2022 Q4	$13.7K	Hold	1,584	–	–	﹤0.01%	242
2022 Q3	$13K	Hold	1,584	–	–	﹤0.01%	237
2022 Q2	$15K	Hold	1,584	–	–	﹤0.01%	240
2022 Q1	$17K	Hold	1,584	–	–	﹤0.01%	215
2021 Q4	$18K	Hold	1,584	–	–	﹤0.01%	225
2021 Q3	$18K	Sell	1,584 -100	-6%	-$1.13K	﹤0.01%	208
2021 Q2	$20K	Hold	1,684	–	–	﹤0.01%	197
2021 Q1	$22K	Hold	1,684	–	–	0.01%	192
2020 Q4	$21K	Buy	1,684 +1,358	+417%	+$16.2K	0.01%	175
2020 Q3	$3K	Hold	326	–	–	﹤0.01%	247
2020 Q2	$4K	Buy	326 +100	+44%	+$1.15K	﹤0.01%	229
2020 Q1	$3K	Hold	226	–	–	﹤0.01%	236
2019 Q4	$3K	Hold	226	–	–	﹤0.01%	264
2019 Q3	$3K	Hold	226	–	–	﹤0.01%	268
2019 Q2	$3K	Hold	226	–	–	﹤0.01%	259
2019 Q1	$3K	Hold	226	–	–	﹤0.01%	252
2018 Q4	$3K	Hold	226	–	–	﹤0.01%	274
2018 Q3	$3K	Hold	226	–	–	﹤0.01%	277
2018 Q2	$3K	Buy	+226	New	+$2.93K	﹤0.01%	377

Other funds holding CFFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

IMA Advisory Services's CFFN Position: Q2 2026 in Review

IMA Advisory Services sold out of Capitol Federal Financial (CFFN) in Q2 2026, closing a stake of 1,358 shares — an estimated $9.68K sold.

IMA Advisory Services first reported a position in CFFN in Q2 2018 and held it in 28 quarters. The position peaked at $22K in Q1 2021. 247 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

IMA Advisory Services reported no remaining Capitol Federal Financial position as of Q2 2026 after selling out during the quarter.
IMA Advisory Services sold 1,358 Capitol Federal Financial shares in Q2 2026, an estimated $9.68K.
IMA Advisory Services first reported a position in Capitol Federal Financial in Q2 2018 and held it in 28 quarters.
IMA Advisory Services's Capitol Federal Financial position peaked at $22K in Q1 2021.
247 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on IMA Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.