JFS Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History

JFS Wealth Advisors’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	$205	Buy	+24	New	+$187	﹤0.01%	2145
2023 Q2	–	Sell	-39	Closed	-$263	–	1983
2023 Q1	$263	Sell	39 -62	-61%	-$504	﹤0.01%	1799
2022 Q4	$874	Sell	101 -1	-1%	-$8	﹤0.01%	1633
2022 Q3	$1K	Buy	102 +84	+467%	+$781	﹤0.01%	1504
2022 Q2	$0	Sell	18 -66	-79%	-$652	﹤0.01%	1770
2022 Q1	$1K	Buy	84 +46	+121%	+$513	﹤0.01%	1596
2021 Q4	$0	Buy	+38	New	+$448	﹤0.01%	1729

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

JFS Wealth Advisors's CFFN Position: Q2 2026 in Review

JFS Wealth Advisors opened a new position in Capitol Federal Financial (CFFN) in Q2 2026: 24 shares worth $205. The stake represents ﹤0.01% of the portfolio and ranks #2145 among its holdings. This is a return to the name: JFS Wealth Advisors previously reported a position in CFFN as recently as Q1 2023.

JFS Wealth Advisors first reported a position in CFFN in Q4 2021 and has held it in 7 quarters since. The position peaked at $1K in Q3 2022. 247 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

JFS Wealth Advisors held 24 shares of Capitol Federal Financial worth $205 as of Q2 2026.
Capitol Federal Financial was a new JFS Wealth Advisors position in Q2 2026.
Capitol Federal Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q2 2026, its #2145 holding.
JFS Wealth Advisors first reported a position in Capitol Federal Financial in Q4 2021 and has held it in 7 quarters since.
JFS Wealth Advisors's Capitol Federal Financial position peaked at $1K in Q3 2022.
247 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.