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Sequoia Financial Advisors’s Capitol Federal Financial CFFN Stock Holding History

Sequoia Financial 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
Q1 		– Sell
-16,433
Closed -$97.1K – 1387
2024
Q4 		$97.1K Sell
16,433
-366
-2% -$2.33K ﹤0.01% 1287
2024
Q3 		$98.1K Sell
16,799
-706
-4% -$4.16K ﹤0.01% 1229
2024
Q2 		$96.1K Sell
17,505
-1,528
-8% -$7.96K ﹤0.01% 1165
2024
Q1 		$113K Sell
19,033
-727
-4% -$4.33K ﹤0.01% 1108
2023
Q4 		$127K Buy
+19,760
New +$106K ﹤0.01% 1144

Other funds holding CFFN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sequoia Financial Advisors's CFFN Position: Q1 2025 in Review

Sequoia Financial Advisors sold out of Capitol Federal Financial (CFFN) in Q1 2025, closing a stake of 16,433 shares — an estimated $97.1K sold.

Sequoia Financial Advisors first reported a position in CFFN in Q4 2023 and held it in 5 quarters. The position peaked at $127K in Q4 2023. 228 funds tracked by Wall St. Rank hold CFFN as of Q1 2025.

  • Sequoia Financial Advisors reported no remaining Capitol Federal Financial position as of Q1 2025 after selling out during the quarter.
  • Sequoia Financial Advisors sold 16,433 Capitol Federal Financial shares in Q1 2025, an estimated $97.1K.
  • Sequoia Financial Advisors first reported a position in Capitol Federal Financial in Q4 2023 and held it in 5 quarters.
  • Sequoia Financial Advisors's Capitol Federal Financial position peaked at $127K in Q4 2023.
  • 228 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q1 2025.

Based on Sequoia Financial Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.