Pinnacle Wealth Planning Services’s Capitol Federal Financial CFFN Stock Holding History

Pinnacle Wealth Planning Services’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	$64.3K	Buy	7,561 +22	+0.3%	+$172	0.01%	1115
2026 Q1	$53.8K	Buy	7,539 +105	+1%	+$748	0.01%	1157
2025 Q4	$50.6K	Buy	+7,434	New	+$48.4K	0.01%	1192
2025 Q2	–	Sell	-20,400	Closed	-$114K	–	459
2025 Q1	$114K	Buy	20,400 +245	+1%	+$1.43K	0.02%	378
2024 Q4	$119K	Sell	20,155 -15,285	-43%	-$97.4K	0.02%	365
2024 Q3	$207K	Sell	35,440 -74	-0.2%	-$436	0.03%	452
2024 Q2	$195K	Sell	35,514 -127	-0.4%	-$662	0.03%	431
2024 Q1	$212K	Buy	35,641 +127	+0.4%	+$756	0.03%	405
2023 Q4	$229K	Buy	+35,514	New	+$191K	0.04%	352
2023 Q3	–	Sell	-12,051	Closed	-$74.4K	–	457
2023 Q2	$74.4K	Buy	+12,051	New	+$74.9K	0.01%	441
2021 Q1	–	Sell	-147	Closed	-$2K	–	636
2020 Q4	$2K	Buy	+147	New	+$1.75K	﹤0.01%	1913

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

Pinnacle Wealth Planning Services's CFFN Position: Q2 2026 in Review

Pinnacle Wealth Planning Services increased its Capitol Federal Financial (CFFN) stake by 0.29% in Q2 2026, buying an estimated $172 and bringing the position to 7,561 shares worth $64.3K. The position accounts for 0.01% of the portfolio, ranked #1115.

Pinnacle Wealth Planning Services first reported a position in CFFN in Q4 2020 and has held it in 11 quarters since. The position peaked at $229K in Q4 2023. 245 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

Pinnacle Wealth Planning Services held 7,561 shares of Capitol Federal Financial worth $64.3K as of Q2 2026.
Pinnacle Wealth Planning Services bought 22 Capitol Federal Financial shares in Q2 2026, an estimated $172.
Capitol Federal Financial made up 0.01% of Pinnacle Wealth Planning Services's portfolio in Q2 2026, its #1115 holding.
Pinnacle Wealth Planning Services first reported a position in Capitol Federal Financial in Q4 2020 and has held it in 11 quarters since.
Pinnacle Wealth Planning Services's Capitol Federal Financial position peaked at $229K in Q4 2023.
245 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Pinnacle Wealth Planning Services's 13F filing for Q2 2026, filed 7 Aug 2026.