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Integrated Wealth Concepts’s Capitol Federal Financial CFFN Stock Holding History

Integrated Wealth Concepts’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 		$148K Sell
17,423
-1,474
-8% -$11.5K ﹤0.01% 2530
2026
Q1 		$135K Buy
18,897
+8,356
+79% +$59.5K ﹤0.01% 2152
2025
Q4 		$71.8K Sell
10,541
-3,343
-24% -$21.7K ﹤0.01% 1573
2025
Q3 		$88.2K Buy
13,884
+2,664
+24% +$16.7K ﹤0.01% 1925
2025
Q2 		$68.4K Buy
+11,220
New +$63.5K ﹤0.01% 1854

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

Integrated Wealth Concepts's CFFN Position: Q2 2026 in Review

Integrated Wealth Concepts reduced its Capitol Federal Financial (CFFN) stake by 7.8% in Q2 2026, selling an estimated $11.5K and leaving 17,423 shares worth $148K. The position accounts for ﹤0.01% of the portfolio, ranked #2530.

Integrated Wealth Concepts first reported a position in CFFN in Q2 2025 and has held it in 5 quarters since. 245 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

  • Integrated Wealth Concepts held 17,423 shares of Capitol Federal Financial worth $148K as of Q2 2026.
  • Integrated Wealth Concepts sold 1,474 Capitol Federal Financial shares in Q2 2026, an estimated $11.5K.
  • Capitol Federal Financial made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #2530 holding.
  • Integrated Wealth Concepts first reported a position in Capitol Federal Financial in Q2 2025 and has held it in 5 quarters since.
  • 245 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.