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Steward Financial Group’s Capitol Federal Financial CFFN Stock Holding History

Steward Financial Group’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
-83
Closed – – 554
2023
Q1 		$0 Buy
83
+38
+84% +$309 ﹤0.01% 747
2022
Q4 		$0 Buy
+45
New +$372 ﹤0.01% 584
2022
Q3 		– Sell
-66
Closed – – 294
2022
Q2 		$0 Buy
+66
New +$652 ﹤0.01% 1021

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

Steward Financial Group's CFFN Position: Q2 2023 in Review

Steward Financial Group sold out of Capitol Federal Financial (CFFN) in Q2 2023, closing a stake of 83 shares.

Steward Financial Group first reported a position in CFFN in Q2 2022 and held it in 3 quarters. The position peaked at $0 in Q1 2023. 178 funds tracked by Wall St. Rank hold CFFN as of Q2 2023.

  • Steward Financial Group reported no remaining Capitol Federal Financial position as of Q2 2023 after selling out during the quarter.
  • Steward Financial Group sold 83 Capitol Federal Financial shares in Q2 2023.
  • Steward Financial Group first reported a position in Capitol Federal Financial in Q2 2022 and held it in 3 quarters.
  • Steward Financial Group's Capitol Federal Financial position peaked at $0 in Q1 2023.
  • 178 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2023.

Based on Steward Financial Group's 13F filing for Q2 2023, filed 7 Aug 2023.