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

MFG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

HWAM

Hennion & Walsh Asset Management Parsippany, New Jersey $3.5B AUM 41.95% 1-Year Est. Return

YCM

Yousif Capital Management Bloomfield Hills, Michigan $8.94B AUM 42.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

ATC

Advantage Trust Company Salina, Kansas $284M AUM 24.42% 1-Year Est. Return

CWA

Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return

GAMMA Investing Foster City, California $2.69B AUM 42.78% 1-Year Est. Return

SWM

SeaCrest Wealth Management Purchase, New York $903M AUM 47.26% 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. 21 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.
21 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.