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Regent Peak Wealth Advisors’s Capitol Federal Financial CFFN Stock Holding History

Regent Peak 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
2025
Q4 		– Sell
-17,325
Closed -$110K – 197
2025
Q3 		$110K Buy
+17,325
New +$108K 0.02% 185
2025
Q1 		$137K Hold
24,392
– – 0.03% 175
2024
Q4 		$144K Hold
24,392
– – 0.03% 176
2024
Q3 		$142K Buy
+24,392
New +$144K 0.03% 174
2021
Q1 		– Sell
-58
Closed -$1K – 289
2020
Q4 		$1K Buy
+58
New +$692 ﹤0.01% 900

Other funds holding CFFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
HAM
HoldCo Asset Management Fort Lauderdale, Florida $1.56B AUM 45.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return

Regent Peak Wealth Advisors's CFFN Position: Q4 2025 in Review

Regent Peak Wealth Advisors sold out of Capitol Federal Financial (CFFN) in Q4 2025, closing a stake of 17,325 shares — an estimated $110K sold.

Regent Peak Wealth Advisors first reported a position in CFFN in Q4 2020 and held it in 5 quarters. The position peaked at $144K in Q4 2024. 257 funds tracked by Wall St. Rank hold CFFN as of Q4 2025.

  • Regent Peak Wealth Advisors reported no remaining Capitol Federal Financial position as of Q4 2025 after selling out during the quarter.
  • Regent Peak Wealth Advisors sold 17,325 Capitol Federal Financial shares in Q4 2025, an estimated $110K.
  • Regent Peak Wealth Advisors first reported a position in Capitol Federal Financial in Q4 2020 and held it in 5 quarters.
  • Regent Peak Wealth Advisors's Capitol Federal Financial position peaked at $144K in Q4 2024.
  • 257 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q4 2025.

Based on Regent Peak Wealth Advisors's 13F filing for Q4 2025, filed 8 Jan 2026.