Moneta Group Investment Advisors’s Capitol Federal Financial CFFN Stock Holding History

Moneta Group Investment 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
2024 Q4	–	Sell	-10,132	Closed	-$59.2K	–	672
2024 Q3	$59.2K	Buy	10,132 +42	+0.4%	+$247	﹤0.01%	640
2024 Q2	$55.4K	Buy	10,090 +47	+0.5%	+$245	﹤0.01%	600
2024 Q1	$59.9K	Buy	+10,043	New	+$59.8K	﹤0.01%	597
2021 Q4	–	Sell	-11,053	Closed	-$127K	–	477
2021 Q3	$127K	Buy	+11,053	New	+$125K	0.01%	443

Other funds holding CFFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Moneta Group Investment Advisors's CFFN Position: Q4 2024 in Review

Moneta Group Investment Advisors sold out of Capitol Federal Financial (CFFN) in Q4 2024, closing a stake of 10,132 shares — an estimated $59.2K sold.

Moneta Group Investment Advisors first reported a position in CFFN in Q3 2021 and held it in 4 quarters. The position peaked at $127K in Q3 2021. 229 funds tracked by Wall St. Rank hold CFFN as of Q4 2024.

Moneta Group Investment Advisors reported no remaining Capitol Federal Financial position as of Q4 2024 after selling out during the quarter.
Moneta Group Investment Advisors sold 10,132 Capitol Federal Financial shares in Q4 2024, an estimated $59.2K.
Moneta Group Investment Advisors first reported a position in Capitol Federal Financial in Q3 2021 and held it in 4 quarters.
Moneta Group Investment Advisors's Capitol Federal Financial position peaked at $127K in Q3 2021.
229 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2024.

Based on Moneta Group Investment Advisors's 13F filing for Q4 2024, filed 11 Feb 2025.