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 Q3	$198	Hold	24	–	–	﹤0.01%	2092
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

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $54.1B AUM 39.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Jupiter Asset Management London, United Kingdom $21.4B AUM 19.74% 1-Year Est. Return

IEQ Capital Foster City, California $23.5B AUM 29.01% 1-Year Est. Return

Public Sector Pension Investment Board (PSP Investments) Montreal, Quebec, Canada $45.4B AUM 34.02% 1-Year Est. Return

JFS Wealth Advisors's CFFN Position: Q3 2026 in Review

JFS Wealth Advisors held its Capitol Federal Financial (CFFN) position steady in Q3 2026 at 24 shares worth $198. The position accounts for ﹤0.01% of the portfolio, ranked #2092.

JFS Wealth Advisors first reported a position in CFFN in Q4 2021 and has held it in 8 quarters since. The position peaked at $1K in Q3 2022. 139 funds tracked by Wall St. Rank hold CFFN as of Q3 2026.

JFS Wealth Advisors held 24 shares of Capitol Federal Financial worth $198 as of Q3 2026.
JFS Wealth Advisors left its Capitol Federal Financial share count unchanged in Q3 2026.
Capitol Federal Financial made up ﹤0.01% of JFS Wealth Advisors's portfolio in Q3 2026, its #2092 holding.
JFS Wealth Advisors first reported a position in Capitol Federal Financial in Q4 2021 and has held it in 8 quarters since.
JFS Wealth Advisors's Capitol Federal Financial position peaked at $1K in Q3 2022.
139 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q3 2026.

Based on JFS Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.