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Private Advisor Group’s Capitol Federal Financial CFFN Stock Holding History

Private Advisor Group’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
Q1 		– Sell
-14,538
Closed -$126 – 1981
2022
Q4 		$126 Buy
14,538
+1,516
+12% +$12.5K ﹤0.01% 1563
2022
Q3 		$108K Sell
13,022
-499
-4% -$4.64K ﹤0.01% 1771
2022
Q2 		$124K Buy
13,521
+207
+2% +$2.04K ﹤0.01% 1927
2022
Q1 		$145K Buy
13,314
+4
+0% +$45 ﹤0.01% 1950
2021
Q4 		$151K Sell
13,310
-405
-3% -$4.77K ﹤0.01% 1976
2021
Q3 		$158K Sell
13,715
-7,934
-37% -$89.6K ﹤0.01% 1908
2021
Q2 		$255K Sell
21,649
-147
-0.7% -$1.89K ﹤0.01% 1711
2021
Q1 		$289K Sell
21,796
-1,573
-7% -$20.8K ﹤0.01% 1559
2020
Q4 		$292K Sell
23,369
-116
-0.5% -$1.38K ﹤0.01% 1470
2020
Q3 		$218K Buy
23,485
+2,162
+10% +$21.1K ﹤0.01% 1371
2020
Q2 		$235K Buy
21,323
+2,899
+16% +$33.2K ﹤0.01% 1305
2020
Q1 		$214K Buy
18,424
+312
+2% +$4K ﹤0.01% 1204
2019
Q4 		$249K Buy
18,112
+731
+4% +$10.3K ﹤0.01% 1372
2019
Q3 		$240K Sell
17,381
-2,467
-12% -$33.6K ﹤0.01% 1420
2019
Q2 		$273K Buy
19,848
+2,214
+13% +$30K ﹤0.01% 1332
2019
Q1 		$235K Sell
17,634
-1,844
-9% -$24.4K ﹤0.01% 1318
2018
Q4 		$249K Buy
19,478
+4,222
+28% +$54.2K 0.01% 1091
2018
Q3 		$194K Buy
+15,256
New +$201K ﹤0.01% 1458

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Private Advisor Group's CFFN Position: Q1 2023 in Review

Private Advisor Group sold out of Capitol Federal Financial (CFFN) in Q1 2023, closing a stake of 14,538 shares — an estimated $126 sold.

Private Advisor Group first reported a position in CFFN in Q3 2018 and held it in 18 quarters. The position peaked at $292K in Q4 2020. 201 funds tracked by Wall St. Rank hold CFFN as of Q1 2023.

  • Private Advisor Group reported no remaining Capitol Federal Financial position as of Q1 2023 after selling out during the quarter.
  • Private Advisor Group sold 14,538 Capitol Federal Financial shares in Q1 2023, an estimated $126.
  • Private Advisor Group first reported a position in Capitol Federal Financial in Q3 2018 and held it in 18 quarters.
  • Private Advisor Group's Capitol Federal Financial position peaked at $292K in Q4 2020.
  • 201 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2023.

Based on Private Advisor Group's 13F filing for Q1 2023, filed 10 May 2023.