Institute for Wealth Management’s Capitol Federal Financial CFFN Stock Holding History

Institute for Wealth 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
2026 Q2	$2.06K	Buy	+242	New	+$1.89K	﹤0.01%	1586

Other funds holding CFFN

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

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

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JAM

Jupiter Asset Management London, United Kingdom $20.2B AUM 29.18% 1-Year Est. Return

PAM

Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Institute for Wealth Management's CFFN Position: Q2 2026 in Review

Institute for Wealth Management opened a new position in Capitol Federal Financial (CFFN) in Q2 2026: 242 shares worth $2.06K. The stake represents ﹤0.01% of the portfolio and ranks #1586 among its holdings.

99 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

Institute for Wealth Management held 242 shares of Capitol Federal Financial worth $2.06K as of Q2 2026.
Capitol Federal Financial was a new Institute for Wealth Management position in Q2 2026.
Capitol Federal Financial made up ﹤0.01% of Institute for Wealth Management's portfolio in Q2 2026, its #1586 holding.
99 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.