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Rothschild Investment LLC’s Capitol Federal Financial CFFN Stock Holding History

Rothschild Investment LLC’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 		$10.4K Buy
1,224
+70
+6% +$547 ﹤0.01% 1855
2026
Q1 		$8.23K Buy
1,154
+267
+30% +$1.9K ﹤0.01% 1792
2025
Q4 		$6.04K Buy
887
+422
+91% +$2.75K ﹤0.01% 1789
2025
Q3 		$2.95K Buy
465
+205
+79% +$1.28K ﹤0.01% 1988
2025
Q2 		$1.59K Buy
260
+30
+13% +$170 ﹤0.01% 2206
2025
Q1 		$1.29K Buy
230
+155
+207% +$903 ﹤0.01% 2189
2024
Q4 		$443 Sell
75
-110
-59% -$701 ﹤0.01% 2580
2024
Q3 		$1.08K Buy
185
+135
+270% +$795 ﹤0.01% 2118
2024
Q2 		$275 Buy
50
+30
+150% +$156 ﹤0.01% 2339
2024
Q1 		$119 Buy
+20
New +$119 ﹤0.01% 2107

Other funds holding CFFN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Portfolio Management
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
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
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
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $225B AUM 49.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Rothschild Investment LLC's CFFN Position: Q2 2026 in Review

Rothschild Investment LLC increased its Capitol Federal Financial (CFFN) stake by 6.1% in Q2 2026, buying an estimated $547 and bringing the position to 1,224 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #1855.

Rothschild Investment LLC first reported a position in CFFN in Q1 2024 and has held it in 10 quarters since. 247 funds tracked by Wall St. Rank hold CFFN as of Q2 2026.

  • Rothschild Investment LLC held 1,224 shares of Capitol Federal Financial worth $10.4K as of Q2 2026.
  • Rothschild Investment LLC bought 70 Capitol Federal Financial shares in Q2 2026, an estimated $547.
  • Capitol Federal Financial made up ﹤0.01% of Rothschild Investment LLC's portfolio in Q2 2026, its #1855 holding.
  • Rothschild Investment LLC first reported a position in Capitol Federal Financial in Q1 2024 and has held it in 10 quarters since.
  • 247 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2026.

Based on Rothschild Investment LLC's 13F filing for Q2 2026, filed 6 Aug 2026.