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Pathstone Family Office’s Capitol Federal Financial CFFN Stock Holding History

Pathstone Family Office’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
2023
Q2 		– Sell
-11,065
Closed -$77.1K – 1252
2023
Q1 		$77.1K Sell
11,065
-32,255
-74% -$262K ﹤0.01% 1148
2022
Q4 		$252K Buy
+43,320
New +$358K ﹤0.01% 1300
2017
Q2 		– Sell
-87
Closed -$1K – 427
2017
Q1 		$1K Buy
+87
New +$1.33K ﹤0.01% 442

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Pathstone Family Office's CFFN Position: Q2 2023 in Review

Pathstone Family Office sold out of Capitol Federal Financial (CFFN) in Q2 2023, closing a stake of 11,065 shares — an estimated $77.1K sold.

Pathstone Family Office first reported a position in CFFN in Q1 2017 and held it in 3 quarters. The position peaked at $252K in Q4 2022. 178 funds tracked by Wall St. Rank hold CFFN as of Q2 2023.

  • Pathstone Family Office reported no remaining Capitol Federal Financial position as of Q2 2023 after selling out during the quarter.
  • Pathstone Family Office sold 11,065 Capitol Federal Financial shares in Q2 2023, an estimated $77.1K.
  • Pathstone Family Office first reported a position in Capitol Federal Financial in Q1 2017 and held it in 3 quarters.
  • Pathstone Family Office's Capitol Federal Financial position peaked at $252K in Q4 2022.
  • 178 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2023.

Based on Pathstone Family Office's 13F filing for Q2 2023, filed 14 Aug 2023.