SVB Wealth’s Capitol Federal Financial CFFN Stock Holding History

SVB Wealth’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 Q2	–	Sell	-217	Closed	-$1.22K	–	724
2025 Q1	$1.22K	Buy	+217	New	+$1.26K	﹤0.01%	1327

Other funds holding CFFN

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

HAM

HoldCo Asset Management Fort Lauderdale, Florida $1.34B AUM 28.06% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

SVB Wealth's CFFN Position: Q2 2025 in Review

SVB Wealth sold out of Capitol Federal Financial (CFFN) in Q2 2025, closing a stake of 217 shares — an estimated $1.22K sold.

SVB Wealth first reported a position in CFFN in Q1 2025 and held it in 1 quarter. The position peaked at $1.22K in Q1 2025. 236 funds tracked by Wall St. Rank hold CFFN as of Q2 2025.

SVB Wealth reported no remaining Capitol Federal Financial position as of Q2 2025 after selling out during the quarter.
SVB Wealth sold 217 Capitol Federal Financial shares in Q2 2025, an estimated $1.22K.
SVB Wealth first reported a position in Capitol Federal Financial in Q1 2025 and held it in 1 quarter.
SVB Wealth's Capitol Federal Financial position peaked at $1.22K in Q1 2025.
236 funds tracked by Wall St. Rank held Capitol Federal Financial as of Q2 2025.

Based on SVB Wealth's 13F filing for Q2 2025, filed 14 Aug 2025.