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Schubert & Co’s Capitol Federal Financial CFFN Stock Holding History

Schubert & Co’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
Q2 		– Sell
-51
Closed -$344 – 303
2023
Q1 		$344 Buy
51
+8
+19% +$65 ﹤0.01% 1484
2022
Q4 		$372 Sell
43
-28
-39% -$231 ﹤0.01% 1441
2022
Q3 		$1K Buy
71
+24
+51% +$223 ﹤0.01% 1036
2022
Q2 		$0 Buy
47
+16
+52% +$158 ﹤0.01% 1460
2022
Q1 		$0 Buy
31
+8
+35% +$89 ﹤0.01% 1100
2021
Q4 		$0 Buy
+23
New +$271 ﹤0.01% 1035

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
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Schubert & Co's CFFN Position: Q2 2023 in Review

Schubert & Co sold out of Capitol Federal Financial (CFFN) in Q2 2023, closing a stake of 51 shares — an estimated $344 sold.

Schubert & Co first reported a position in CFFN in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 178 funds tracked by Wall St. Rank hold CFFN as of Q2 2023.

  • Schubert & Co reported no remaining Capitol Federal Financial position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 51 Capitol Federal Financial shares in Q2 2023, an estimated $344.
  • Schubert & Co first reported a position in Capitol Federal Financial in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Capitol Federal Financial position peaked at $1K in Q3 2022.
  • 178 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.