O'Shaughnessy Asset Management’s Capitol Federal Financial CFFN Stock Holding History

O'Shaughnessy Asset Management’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	–	Sell	-435,124	Closed	-$3.1M	–	2657
2026 Q1	$3.1M	Buy	435,124 +265	+0.1%	+$1.89K	0.02%	693
2025 Q4	$2.96M	Sell	434,859 -11,839	-3%	-$77K	0.02%	679
2025 Q3	$2.84M	Sell	446,698 -48,522	-10%	-$303K	0.02%	677
2025 Q2	$3.02M	Buy	495,220 +485,079	+4,783%	+$2.75M	0.02%	632
2025 Q1	$56.8K	Sell	10,141 -73	-0.7%	-$425	﹤0.01%	1969
2024 Q4	$60.4K	Buy	+10,214	New	+$65.1K	﹤0.01%	1918

Other funds holding CFFN

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

O'Shaughnessy Asset Management's CFFN Position: Q2 2026 in Review

O'Shaughnessy Asset Management sold out of Capitol Federal Financial (CFFN) in Q2 2026, closing a stake of 435,124 shares — an estimated $3.1M sold.

O'Shaughnessy Asset Management first reported a position in CFFN in Q4 2024 and held it in 6 quarters. The position peaked at $3.1M in Q1 2026. 247 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

O'Shaughnessy Asset Management reported no remaining Capitol Federal Financial position as of Q2 2026 after selling out during the quarter.
O'Shaughnessy Asset Management sold 435,124 Capitol Federal Financial shares in Q2 2026, an estimated $3.1M.
O'Shaughnessy Asset Management first reported a position in Capitol Federal Financial in Q4 2024 and held it in 6 quarters.
O'Shaughnessy Asset Management's Capitol Federal Financial position peaked at $3.1M in Q1 2026.
247 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.