LPL Financial
CFFN icon

LPL Financial’s Capitol Federal Financial CFFN Stock Holding History

LPL Financial’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
Q1 		$1.03M Buy
144,853
+20,857
+17% +$149K ﹤0.01% 4143
2025
Q4 		$844K Buy
123,996
+2,345
+2% +$15.3K ﹤0.01% 4243
2025
Q3 		$772K Buy
121,651
+5,363
+5% +$33.5K ﹤0.01% 4255
2025
Q2 		$709K Sell
116,288
-8,079
-6% -$45.7K ﹤0.01% 4069
2025
Q1 		$696K Buy
124,367
+51,529
+71% +$300K ﹤0.01% 3857
2024
Q4 		$430K Buy
72,838
+541
+0.7% +$3.45K ﹤0.01% 4226
2024
Q3 		$422K Buy
+72,297
New +$426K ﹤0.01% 4145
2015
Q1 		– Sell
-12,284
Closed -$157K – 2795
2014
Q4 		$157K Buy
12,284
+30
+0.2% +$376 ﹤0.01% 2555
2014
Q3 		$145K Sell
12,254
-3,204
-21% -$38.6K ﹤0.01% 2551
2014
Q2 		$188K Sell
15,458
-17,186
-53% -$209K ﹤0.01% 2507
2014
Q1 		$410K Buy
+32,644
New +$398K ﹤0.01% 1889

Other funds holding CFFN

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Dimensional Fund Advisors
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VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return