RFP
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Root Financial Partners’s Capitol Federal Financial CFFN Stock Holding History

Root Financial Partners’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 		– Sell
-256
Closed -$1.82K – 906
2026
Q1 		$1.82K Buy
+256
New +$1.82K ﹤0.01% 2354

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Root Financial Partners's CFFN Position: Q2 2026 in Review

Root Financial Partners sold out of Capitol Federal Financial (CFFN) in Q2 2026, closing a stake of 256 shares — an estimated $1.82K sold.

Root Financial Partners first reported a position in CFFN in Q1 2026 and held it in 1 quarter. The position peaked at $1.82K in Q1 2026. 247 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

  • Root Financial Partners reported no remaining Capitol Federal Financial position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 256 Capitol Federal Financial shares in Q2 2026, an estimated $1.82K.
  • Root Financial Partners first reported a position in Capitol Federal Financial in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Capitol Federal Financial position peaked at $1.82K in Q1 2026.
  • 247 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.