Private Wealth Management Group’s Capitol Federal Financial CFFN Stock Holding History

Private Wealth Management 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
2026 Q2	$1.06K	Hold	124	–	–	﹤0.01%	1294
2026 Q1	$885	Hold	124	–	–	﹤0.01%	1275
2025 Q4	$845	Hold	124	–	–	﹤0.01%	1304
2025 Q3	$788	Hold	124	–	–	﹤0.01%	1334
2025 Q2	$757	Hold	124	–	–	﹤0.01%	1338
2025 Q1	$695	Hold	124	–	–	﹤0.01%	1338
2024 Q4	$733	Hold	124	–	–	﹤0.01%	1372
2024 Q3	$725	Hold	124	–	–	﹤0.01%	1352
2024 Q2	$681	Hold	124	–	–	﹤0.01%	1375
2024 Q1	$740	Hold	124	–	–	﹤0.01%	1363
2023 Q4	$800	Buy	+124	New	+$666	﹤0.01%	1349

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

Private Wealth Management Group's CFFN Position: Q2 2026 in Review

Private Wealth Management Group held its Capitol Federal Financial (CFFN) position steady in Q2 2026 at 124 shares worth $1.06K. The position accounts for ﹤0.01% of the portfolio, ranked #1294.

Private Wealth Management Group first reported a position in CFFN in Q4 2023 and has held it in 11 quarters since. 245 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

Private Wealth Management Group held 124 shares of Capitol Federal Financial worth $1.06K as of Q2 2026.
Private Wealth Management Group left its Capitol Federal Financial share count unchanged in Q2 2026.
Capitol Federal Financial made up ﹤0.01% of Private Wealth Management Group's portfolio in Q2 2026, its #1294 holding.
Private Wealth Management Group first reported a position in Capitol Federal Financial in Q4 2023 and has held it in 11 quarters since.
245 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Private Wealth Management Group's 13F filing for Q2 2026, filed 27 Jul 2026.