Physician Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History

Physician Wealth 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
2026 Q2	$1.49K	Hold	175	–	–	﹤0.01%	1635
2026 Q1	$1.25K	Hold	175	–	–	﹤0.01%	1556
2025 Q4	$1.19K	Hold	175	–	–	﹤0.01%	1519
2025 Q3	$1.11K	Hold	175	–	–	﹤0.01%	1514
2025 Q2	$1.07K	Buy	+175	New	+$990	﹤0.01%	1381

Other funds holding CFFN

CCIA

Campbell & Co Investment Adviser Baltimore, Maryland $1.91B AUM 17.57% 1-Year Est. Return

State of New Jersey Common Pension Fund D Trenton, New Jersey $29.3B AUM 38.15% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

WCM

Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return

LSERS

Louisiana State Employees Retirement System Baton Rouge, Louisiana $6.74B AUM 53.06% 1-Year Est. Return

SOADOR

State of Alaska Department of Revenue Juneau, Alaska $10.1B AUM 42.83% 1-Year Est. Return

PFSRSONJ

Police & Firemen's Retirement System of New Jersey Trenton, New Jersey $13.3B AUM 45.46% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Physician Wealth Advisors's CFFN Position: Q2 2026 in Review

Physician Wealth Advisors held its Capitol Federal Financial (CFFN) position steady in Q2 2026 at 175 shares worth $1.49K. The position accounts for ﹤0.01% of the portfolio, ranked #1635.

Physician Wealth Advisors first reported a position in CFFN in Q2 2025 and has held it in 5 quarters since. 63 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

Physician Wealth Advisors held 175 shares of Capitol Federal Financial worth $1.49K as of Q2 2026.
Physician Wealth Advisors left its Capitol Federal Financial share count unchanged in Q2 2026.
Capitol Federal Financial made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1635 holding.
Physician Wealth Advisors first reported a position in Capitol Federal Financial in Q2 2025 and has held it in 5 quarters since.
63 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.