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CFFN icon

PDS Planning’s Capitol Federal Financial CFFN Stock Holding History

PDS Planning’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 		$95K Hold
13,319
– – 0.01% 549
2025
Q4 		$90.7K Hold
13,319
– – 0.01% 540
2025
Q3 		$84.6K Buy
13,319
+24
+0.2% +$150 0.01% 530
2025
Q2 		$81.1K Buy
13,295
+58
+0.4% +$328 0.01% 505
2025
Q1 		$74.1K Hold
13,237
– – 0.01% 465
2024
Q4 		$78.2K Hold
13,237
– – 0.01% 424
2024
Q3 		$77.3K Buy
13,237
+401
+3% +$2.36K 0.01% 430
2024
Q2 		$70.5K Sell
12,836
-248
-2% -$1.29K 0.01% 382
2024
Q1 		$78K Sell
13,084
-989
-7% -$5.88K 0.01% 385
2023
Q4 		$90.8K Buy
+14,073
New +$75.5K 0.01% 351

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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

PDS Planning's CFFN Position: Q1 2026 in Review

PDS Planning held its Capitol Federal Financial (CFFN) position steady in Q1 2026 at 13,319 shares worth $95K. The position accounts for 0.01% of the portfolio, ranked #549.

PDS Planning first reported a position in CFFN in Q4 2023 and has held it in 10 quarters since. 252 funds tracked by Wall St. Rank hold CFFN as of Q1 2026.

  • PDS Planning held 13,319 shares of Capitol Federal Financial worth $95K as of Q1 2026.
  • PDS Planning left its Capitol Federal Financial share count unchanged in Q1 2026.
  • Capitol Federal Financial made up 0.01% of PDS Planning's portfolio in Q1 2026, its #549 holding.
  • PDS Planning first reported a position in Capitol Federal Financial in Q4 2023 and has held it in 10 quarters since.
  • 252 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2026.

Based on PDS Planning's 13F filing for Q1 2026, filed 22 Apr 2026.