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Legacy Financial Strategies’s Capitol Federal Financial CFFN Stock Holding History

Legacy Financial Strategies’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
2025
Q1 		– Sell
-42,931
Closed -$250K – 120
2024
Q4 		$250K Buy
+42,931
New +$274K 0.05% 102

Other funds holding CFFN

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T. Rowe Price Investment Management
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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Legacy Financial Strategies's CFFN Position: Q1 2025 in Review

Legacy Financial Strategies sold out of Capitol Federal Financial (CFFN) in Q1 2025, closing a stake of 42,931 shares — an estimated $250K sold.

Legacy Financial Strategies first reported a position in CFFN in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 228 funds tracked by Wall St. Rank hold CFFN as of Q1 2025.

  • Legacy Financial Strategies reported no remaining Capitol Federal Financial position as of Q1 2025 after selling out during the quarter.
  • Legacy Financial Strategies sold 42,931 Capitol Federal Financial shares in Q1 2025, an estimated $250K.
  • Legacy Financial Strategies first reported a position in Capitol Federal Financial in Q4 2024 and held it in 1 quarter.
  • Legacy Financial Strategies's Capitol Federal Financial position peaked at $250K in Q4 2024.
  • 228 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2025.

Based on Legacy Financial Strategies's 13F filing for Q1 2025, filed 8 Apr 2025.